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Sofi Technologies shares owned by WealthPlan Investment Management

Quarter-by-quarter ownership of Sofi Technologies (SOFI) shares owned by WealthPlan Investment Management from 13F filings

Historical chart of WealthPlan Investment Management investment in Sofi Technologies

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All positions including Sofi Technologies held by WealthPlan Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sofi Technologies by WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2023-06-30 $3.5k 419 8.34
2023-03-31 $2.5k 419 6.07

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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
Walleye Trading
Voloridge Investment Management
Goldman Sachs Group

View all funds holding Sofi Technologies