Baldwin Wealth Partners’s SoFi Technologies SOFI Stock Holding History

Baldwin Wealth 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 Q4	–	Sell	-2,706	Closed	-$21.3K	–	888
2024 Q3	$21.3K	Hold	2,706	–	–	﹤0.01%	686
2024 Q2	$17.9K	Hold	2,706	–	–	﹤0.01%	477
2024 Q1	$19.8K	Hold	2,706	–	–	﹤0.01%	493
2023 Q4	$26.9K	Hold	2,706	–	–	﹤0.01%	465
2023 Q3	$21.6K	Hold	2,706	–	–	﹤0.01%	501
2023 Q2	$22.6K	Hold	2,706	–	–	﹤0.01%	519
2023 Q1	$16.4K	Hold	2,706	–	–	﹤0.01%	568
2022 Q4	$12.5K	Hold	2,706	–	–	﹤0.01%	590
2022 Q3	$13K	Hold	2,706	–	–	﹤0.01%	493
2022 Q2	$14K	Buy	+2,706	New	+$18.3K	﹤0.01%	506
2022 Q1	–	Sell	-2,250	Closed	-$36K	–	697
2021 Q4	$36K	Buy	2,250 +750	+50%	+$13.8K	﹤0.01%	390
2021 Q3	$24K	Hold	1,500	–	–	﹤0.01%	436
2021 Q2	$29K	Hold	1,500	–	–	﹤0.01%	428
2021 Q1	$26K	Buy	+1,500	New	+$29.6K	﹤0.01%	427

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baldwin Wealth Partners's SOFI Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of SoFi Technologies (SOFI) in Q4 2024, closing a stake of 2,706 shares — an estimated $21.3K sold.

Baldwin Wealth Partners first reported a position in SOFI in Q1 2021 and held it in 14 quarters. The position peaked at $36K in Q4 2021. 705 funds tracked by Wall St. Rank hold SOFI as of Q4 2024.

Baldwin Wealth Partners reported no remaining SoFi Technologies position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 2,706 SoFi Technologies shares in Q4 2024, an estimated $21.3K.
Baldwin Wealth Partners first reported a position in SoFi Technologies in Q1 2021 and held it in 14 quarters.
Baldwin Wealth Partners's SoFi Technologies position peaked at $36K in Q4 2021.
705 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.