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AlphaMark Advisors’s SoFi Technologies SOFI Stock Holding History

AlphaMark Advisors’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
Q4 		$5K Hold
300
– – ﹤0.01% 516
2024
Q3 		$2K Hold
300
– – ﹤0.01% 633
2024
Q2 		$2K Hold
300
– – ﹤0.01% 680
2024
Q1 		$2K Hold
300
– – ﹤0.01% 669
2023
Q4 		$3K Hold
300
– – ﹤0.01% 636
2023
Q3 		$2K Hold
300
– – ﹤0.01% 677
2023
Q2 		$3K Buy
+300
New +$1.96K ﹤0.01% 534

Other funds holding SOFI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AlphaMark Advisors's SOFI Position: Q4 2024 in Review

AlphaMark Advisors held its SoFi Technologies (SOFI) position steady in Q4 2024 at 300 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #516.

AlphaMark Advisors first reported a position in SOFI in Q2 2023 and has held it in 7 quarters since. 705 funds tracked by Wall St. Rank hold SOFI as of Q4 2024.

  • AlphaMark Advisors held 300 shares of SoFi Technologies worth $5K as of Q4 2024.
  • AlphaMark Advisors left its SoFi Technologies share count unchanged in Q4 2024.
  • SoFi Technologies made up ﹤0.01% of AlphaMark Advisors's portfolio in Q4 2024, its #516 holding.
  • AlphaMark Advisors first reported a position in SoFi Technologies in Q2 2023 and has held it in 7 quarters since.
  • 705 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2024.

Based on AlphaMark Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.