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Sofi Technologies shares owned by Wealth Enhancement Advisory Services

Quarter-by-quarter ownership of Sofi Technologies (SOFI) shares owned by Wealth Enhancement Advisory Services from 13F filings

Historical chart of Wealth Enhancement Advisory Services investment in Sofi Technologies

Tip: Access up to 7 years of quarterly data

All positions including Sofi Technologies held by Wealth Enhancement Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sofi Technologies by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.6M 362k 7.30
2023-12-31 $1.1M 114k 9.95
2023-09-30 $460k 58k 7.99

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View all positions for Wealth Enhancement Advisory Services

Top funds holding Sofi Technologies

Vanguard Group
Silver Lake Group
Goldman Sachs Group
Citadel Advisors
Two Sigma Investments
ARK Investment Management
Two Sigma Advisers
Sumitomo Mitsui Trust Holdings
Nikko Asset Management Americas
Citigroup
D. E. Shaw & Co
Norges Bank Investment Management
Millennium Management
Charles Schwab Investment Management
Accel Growth Fund V Associates

View all funds holding Sofi Technologies