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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

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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

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View all positions for Strategic Wealth Advisors

Top funds holding Sofi Technologies

Vanguard Group
BlackRock
Citadel Advisors
Susquehanna International
Silver Lake Group
UBS Group
ARK Investment Management
Geode Capital Management
Morgan Stanley
Shaolin Capital Management
Sumitomo Mitsui Trust Holdings
Nikko Asset Management Americas
Jane Street
Walleye Trading
Jpmorgan Chase & Co

View all funds holding Sofi Technologies