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Annapolis Financial Services’s SoFi Technologies SOFI Stock Holding History

Annapolis Financial Services’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
-1,000
Closed -$9.95K – 445
2023
Q4 		$9.95K Hold
1,000
– – ﹤0.01% 350
2023
Q3 		$7.99K Hold
1,000
– – ﹤0.01% 363
2023
Q2 		$8.34K Hold
1,000
– – ﹤0.01% 358
2023
Q1 		$6.07K Buy
+1,000
New +$6.06K ﹤0.01% 353

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

Annapolis Financial Services's SOFI Position: Q1 2024 in Review

Annapolis Financial Services sold out of SoFi Technologies (SOFI) in Q1 2024, closing a stake of 1,000 shares — an estimated $9.95K sold.

Annapolis Financial Services first reported a position in SOFI in Q1 2023 and held it in 4 quarters. The position peaked at $9.95K in Q4 2023. 603 funds tracked by Wall St. Rank hold SOFI as of Q1 2024.

  • Annapolis Financial Services reported no remaining SoFi Technologies position as of Q1 2024 after selling out during the quarter.
  • Annapolis Financial Services sold 1,000 SoFi Technologies shares in Q1 2024, an estimated $9.95K.
  • Annapolis Financial Services first reported a position in SoFi Technologies in Q1 2023 and held it in 4 quarters.
  • Annapolis Financial Services's SoFi Technologies position peaked at $9.95K in Q4 2023.
  • 603 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2024.

Based on Annapolis Financial Services's 13F filing for Q1 2024, filed 17 Apr 2024.