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Ables Iannone Moore & Associates’s SoFi Technologies SOFI Stock Holding History

Ables Iannone Moore & Associates’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
-1,235
Closed -$12.3K – 256
2023
Q4 		$12.3K Buy
+1,235
New +$9.82K 0.01% 171

Other funds holding SOFI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Ables Iannone Moore & Associates's SOFI Position: Q1 2024 in Review

Ables Iannone Moore & Associates sold out of SoFi Technologies (SOFI) in Q1 2024, closing a stake of 1,235 shares — an estimated $12.3K sold.

Ables Iannone Moore & Associates first reported a position in SOFI in Q4 2023 and held it in 1 quarter. The position peaked at $12.3K in Q4 2023. 603 funds tracked by Wall St. Rank hold SOFI as of Q1 2024.

  • Ables Iannone Moore & Associates reported no remaining SoFi Technologies position as of Q1 2024 after selling out during the quarter.
  • Ables Iannone Moore & Associates sold 1,235 SoFi Technologies shares in Q1 2024, an estimated $12.3K.
  • Ables Iannone Moore & Associates first reported a position in SoFi Technologies in Q4 2023 and held it in 1 quarter.
  • Ables Iannone Moore & Associates's SoFi Technologies position peaked at $12.3K in Q4 2023.
  • 603 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2024.

Based on Ables Iannone Moore & Associates's 13F filing for Q1 2024, filed 30 Apr 2024.