Strategic Wealth Advisors »

Sofi Technologies shares owned by Strategic Wealth Advisors

Quarter-by-quarter ownership of Sofi Technologies (SOFI) shares owned by Strategic Wealth Advisors from 13F filings

Historical chart of Strategic Wealth Advisors investment in Sofi Technologies

Tip: Access up to 7 years of quarterly data

All positions including Sofi Technologies held by Strategic Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Sofi Technologies by Strategic Wealth Advisors

Quarter filed Position value Share count Share price at filing
2022-09-30 $2.0M 409k 4.88
2022-06-30 $1.3M 201k 6.26
2022-03-31 $929k 99k 9.40
2021-12-31 $537k 34k 15.67
2021-09-30 $591k 37k 15.89
2021-06-30 $624k 33k 19.16

More positions owned by Strategic Wealth Advisors

Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Amazon (AMZN)
Tesla Motors (TSLA)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Value Line Divid In SHS (FVD)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Invesco Actively Managed Etf Ultra Shrt Dur (GSY)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)

View all positions for Strategic Wealth Advisors

Top funds holding Sofi Technologies

Vanguard Group
Jane Street
Susquehanna International
BlackRock
Jpmorgan Chase & Co
D. E. Shaw & Co
Citadel Advisors
UBS Group
State Street Corporation
Geode Capital Management
Royal Bank of Canada
Squarepoint Ops
Morgan Stanley
Walleye Trading
Voloridge Investment Management

View all funds holding Sofi Technologies