AtonRa Partners’s SoFi Technologies SOFI Stock Holding History

AtonRa Partners’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
2023 Q4	$245K	Sell	24,603 -7,816	-24%	-$62.1K	0.49%	94
2023 Q3	$259K	Sell	32,419 -7,389	-19%	-$65K	0.54%	94
2023 Q2	$332K	Sell	39,808 -6,506	-14%	-$42.4K	0.51%	89
2023 Q1	$281K	Sell	46,314 -108,912	-70%	-$660K	0.41%	107
2022 Q4	$716K	Sell	155,226 -6,971	-4%	-$34.6K	0.91%	44
2022 Q3	$792K	Buy	162,197 +38,302	+31%	+$242K	0.78%	54
2022 Q2	$653K	Sell	123,895 -54,887	-31%	-$371K	0.6%	77
2022 Q1	$1.69M	Buy	178,782 +5,442	+3%	+$62.5K	0.92%	42
2021 Q4	$2.74M	Buy	173,340 +31,198	+22%	+$573K	0.95%	53
2021 Q3	$2.26M	Buy	142,142 +3,868	+3%	+$60.6K	0.75%	56
2021 Q2	$2.65M	Buy	+138,274	New	+$2.56M	0.97%	47

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

SLG

Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Norges Bank Oslo, Norway $935B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AtonRa Partners's SOFI Position: Q4 2023 in Review

AtonRa Partners reduced its SoFi Technologies (SOFI) stake by 24% in Q4 2023, selling an estimated $62.1K and leaving 24,603 shares worth $245K. The position accounts for 0.49% of the portfolio, ranked #94.

AtonRa Partners first reported a position in SOFI in Q2 2021 and has held it in 11 quarters since. The position peaked at $2.74M in Q4 2021. 571 funds tracked by Wall St. Rank hold SOFI as of Q4 2023.

AtonRa Partners held 24,603 shares of SoFi Technologies worth $245K as of Q4 2023.
AtonRa Partners sold 7,816 SoFi Technologies shares in Q4 2023, an estimated $62.1K.
SoFi Technologies made up 0.49% of AtonRa Partners's portfolio in Q4 2023, its #94 holding.
AtonRa Partners first reported a position in SoFi Technologies in Q2 2021 and has held it in 11 quarters since.
AtonRa Partners's SoFi Technologies position peaked at $2.74M in Q4 2021.
571 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2023.

Based on AtonRa Partners's 13F filing for Q4 2023, filed 5 Feb 2024.