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Sofi Technologies shares owned by West Financial Advisors

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

Historical chart of West Financial Advisors investment in Sofi Technologies

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

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Quarterly reported holdings in Sofi Technologies by West Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $357 49 7.31
2023-12-31 $488 49 9.96
2023-09-30 $392 49 8.00
2023-06-30 $408 49 8.35
2023-03-31 $297 49 6.08

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Tips Bd Etf (TIP)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Specialized Funds Div App Etf (VIG)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)

View all positions for West Financial Advisors

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