American Alpha Advisors’s SoFi Technologies SOFI Stock Holding History

American Alpha 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	–	Sell	-17,000	Closed	-$134K	–	87
2024 Q3	$134K	Buy	+17,000	New	+$124K	0.12%	80

Other funds holding SOFI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

American Alpha Advisors's SOFI Position: Q4 2024 in Review

American Alpha Advisors sold out of SoFi Technologies (SOFI) in Q4 2024, closing a stake of 17,000 shares — an estimated $134K sold.

American Alpha Advisors first reported a position in SOFI in Q3 2024 and held it in 1 quarter. The position peaked at $134K in Q3 2024. 705 funds tracked by Wall St. Rank hold SOFI as of Q4 2024.

American Alpha Advisors reported no remaining SoFi Technologies position as of Q4 2024 after selling out during the quarter.
American Alpha Advisors sold 17,000 SoFi Technologies shares in Q4 2024, an estimated $134K.
American Alpha Advisors first reported a position in SoFi Technologies in Q3 2024 and held it in 1 quarter.
American Alpha Advisors's SoFi Technologies position peaked at $134K in Q3 2024.
705 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2024.

Based on American Alpha Advisors's 13F filing for Q4 2024, filed 11 Feb 2025.