Autumn Glory Partners’s SoFi Technologies SOFI Stock Holding History

Autumn Glory 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
2024 Q1	–	Sell	-15,000	Closed	-$149K	–	176
2023 Q4	$149K	Buy	+15,000	New	+$119K	0.09%	162
2023 Q2	–	Sell	-11,000	Closed	-$66.8K	–	171
2023 Q1	$66.8K	Hold	11,000	–	–	0.06%	128
2022 Q4	$50.7K	Hold	11,000	–	–	0.03%	160
2022 Q3	$54K	Buy	+11,000	New	+$69.6K	0.04%	147

Other funds holding SOFI

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

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 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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Autumn Glory Partners's SOFI Position: Q1 2024 in Review

Autumn Glory Partners sold out of SoFi Technologies (SOFI) in Q1 2024, closing a stake of 15,000 shares — an estimated $149K sold.

Autumn Glory Partners first reported a position in SOFI in Q3 2022 and held it in 4 quarters. The position peaked at $149K in Q4 2023. 603 funds tracked by Wall St. Rank hold SOFI as of Q1 2024.

Autumn Glory Partners reported no remaining SoFi Technologies position as of Q1 2024 after selling out during the quarter.
Autumn Glory Partners sold 15,000 SoFi Technologies shares in Q1 2024, an estimated $149K.
Autumn Glory Partners first reported a position in SoFi Technologies in Q3 2022 and held it in 4 quarters.
Autumn Glory Partners's SoFi Technologies position peaked at $149K in Q4 2023.
603 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2024.

Based on Autumn Glory Partners's 13F filing for Q1 2024, filed 30 Apr 2024.