Able Wealth Management’s SoFi Technologies SOFI Stock Holding History

Able Wealth Management’s Portfolio SOFI Stock Details SOFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-675	Closed	-$6.72K	–	495
2023 Q4	$6.72K	Buy	+675	New	+$5.37K	0.01%	313

Other funds holding SOFI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SLG

Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Able Wealth Management's SOFI Position: Q1 2024 in Review

Able Wealth Management sold out of SoFi Technologies (SOFI) in Q1 2024, closing a stake of 675 shares — an estimated $6.72K sold.

Able Wealth Management first reported a position in SOFI in Q4 2023 and held it in 1 quarter. The position peaked at $6.72K in Q4 2023. 602 funds tracked by Wall St. Rank hold SOFI as of Q1 2024.

Able Wealth Management reported no remaining SoFi Technologies position as of Q1 2024 after selling out during the quarter.
Able Wealth Management sold 675 SoFi Technologies shares in Q1 2024, an estimated $6.72K.
Able Wealth Management first reported a position in SoFi Technologies in Q4 2023 and held it in 1 quarter.
Able Wealth Management's SoFi Technologies position peaked at $6.72K in Q4 2023.
602 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.