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Aspiriant LLC’s SoFi Technologies SOFI Stock Holding History

Aspiriant LLC’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
Q2 		– Sell
-15,633
Closed -$114K – 322
2024
Q1 		$114K Hold
15,633
– – ﹤0.01% 311
2023
Q4 		$156K Hold
15,633
– – 0.01% 302
2023
Q3 		$125K Hold
15,633
– – 0.01% 273
2023
Q2 		$130K Hold
15,633
– – 0.01% 275
2023
Q1 		$94.9K Hold
15,633
– – 0.01% 269
2022
Q4 		$72.1K Hold
15,633
– – ﹤0.01% 272
2022
Q3 		$76K Hold
15,633
– – ﹤0.01% 257
2022
Q2 		$82K Hold
15,633
– – ﹤0.01% 269
2022
Q1 		$148K Hold
15,633
– – 0.01% 267
2021
Q4 		$247K Hold
15,633
– – 0.01% 244
2021
Q3 		$248K Buy
+15,633
New +$245K 0.01% 210

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
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
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Aspiriant LLC's SOFI Position: Q2 2024 in Review

Aspiriant LLC sold out of SoFi Technologies (SOFI) in Q2 2024, closing a stake of 15,633 shares — an estimated $114K sold.

Aspiriant LLC first reported a position in SOFI in Q3 2021 and held it in 11 quarters. The position peaked at $248K in Q3 2021. 592 funds tracked by Wall St. Rank hold SOFI as of Q2 2024.

  • Aspiriant LLC reported no remaining SoFi Technologies position as of Q2 2024 after selling out during the quarter.
  • Aspiriant LLC sold 15,633 SoFi Technologies shares in Q2 2024, an estimated $114K.
  • Aspiriant LLC first reported a position in SoFi Technologies in Q3 2021 and held it in 11 quarters.
  • Aspiriant LLC's SoFi Technologies position peaked at $248K in Q3 2021.
  • 592 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2024.

Based on Aspiriant LLC's 13F filing for Q2 2024, filed 15 Jul 2024.