Advisory Research’s SoFi Technologies SOFI Stock Holding History

Advisory Research’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	-168,495	Closed	-$1.68M	–	295
2023 Q4	$1.68M	Sell	168,495 -43,012	-20%	-$342K	0.26%	101
2023 Q3	$1.69M	Buy	211,507 +80,188	+61%	+$705K	0.23%	125
2023 Q2	$1.1M	Buy	131,319 +79,466	+153%	+$518K	0.14%	195
2023 Q1	$315K	Buy	+51,853	New	+$314K	0.05%	283
2022 Q1	–	Sell	-49,819	Closed	-$788K	–	437
2021 Q4	$788K	Buy	+49,819	New	+$914K	0.06%	218

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 $3.38T 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 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

Advisory Research's SOFI Position: Q1 2024 in Review

Advisory Research sold out of SoFi Technologies (SOFI) in Q1 2024, closing a stake of 168,495 shares — an estimated $1.68M sold.

Advisory Research first reported a position in SOFI in Q4 2021 and held it in 5 quarters. The position peaked at $1.69M in Q3 2023. 603 funds tracked by Wall St. Rank hold SOFI as of Q1 2024.

Advisory Research reported no remaining SoFi Technologies position as of Q1 2024 after selling out during the quarter.
Advisory Research sold 168,495 SoFi Technologies shares in Q1 2024, an estimated $1.68M.
Advisory Research first reported a position in SoFi Technologies in Q4 2021 and held it in 5 quarters.
Advisory Research's SoFi Technologies position peaked at $1.69M in Q3 2023.
603 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2024.

Based on Advisory Research's 13F filing for Q1 2024, filed 14 May 2024.