Advisors Preferred’s SoFi Technologies SOFI Stock Holding History

Advisors Preferred’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	-1,450	Closed	-$14K	–	273
2023 Q4	$14K	Sell	1,450 -744	-34%	-$5.91K	﹤0.01%	203
2023 Q3	$17.2K	Sell	2,194 -719	-25%	-$6.32K	0.01%	168
2023 Q2	$24.8K	Sell	2,913 -1,278	-30%	-$8.33K	0.01%	139
2023 Q1	$25.3K	Buy	+4,191	New	+$25.4K	0.01%	137

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

Advisors Preferred's SOFI Position: Q1 2024 in Review

Advisors Preferred sold out of SoFi Technologies (SOFI) in Q1 2024, closing a stake of 1,450 shares — an estimated $14K sold.

Advisors Preferred first reported a position in SOFI in Q1 2023 and held it in 4 quarters. The position peaked at $25.3K in Q1 2023. 602 funds tracked by Wall St. Rank hold SOFI as of Q1 2024.

Advisors Preferred reported no remaining SoFi Technologies position as of Q1 2024 after selling out during the quarter.
Advisors Preferred sold 1,450 SoFi Technologies shares in Q1 2024, an estimated $14K.
Advisors Preferred first reported a position in SoFi Technologies in Q1 2023 and held it in 4 quarters.
Advisors Preferred's SoFi Technologies position peaked at $25.3K in Q1 2023.
602 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2024.

Based on Advisors Preferred's 13F filing for Q1 2024, filed 8 May 2024.