Benjamin F. Edwards & Company’s SoFi Technologies SOFI Stock Holding History

Benjamin F. Edwards & Company’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	$585K	Buy	88,580 +86,545	+4,253%	+$610K	0.01%	655
2024 Q1	$15K	Buy	2,035 +240	+13%	+$1.91K	﹤0.01%	1611
2023 Q4	$18K	Buy	1,795 +500	+39%	+$3.97K	﹤0.01%	1513
2023 Q3	$10K	Sell	1,295 -588	-31%	-$5.17K	﹤0.01%	1402
2023 Q2	$16K	Sell	1,883 -1,303	-41%	-$8.49K	﹤0.01%	1325
2023 Q1	$19K	Sell	3,186 -802	-20%	-$4.86K	﹤0.01%	1285
2022 Q4	$18K	Sell	3,988 -500	-11%	-$2.48K	﹤0.01%	1305
2022 Q3	$22K	Hold	4,488	–	–	﹤0.01%	1237
2022 Q2	$24K	Buy	4,488 +1,113	+33%	+$7.52K	﹤0.01%	1206
2022 Q1	$32K	Buy	3,375 +1,875	+125%	+$21.5K	﹤0.01%	1140
2021 Q4	$24K	Buy	1,500 +500	+50%	+$9.18K	﹤0.01%	1202
2021 Q3	$16K	Buy	+1,000	New	+$15.7K	﹤0.01%	1286

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 $3.37T AUM 44.26% 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

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Benjamin F. Edwards & Company's SOFI Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its SoFi Technologies (SOFI) stake by 4,253% in Q2 2024, buying an estimated $610K and bringing the position to 88,580 shares worth $585K. The position accounts for 0.01% of the portfolio, ranked #655.

Benjamin F. Edwards & Company first reported a position in SOFI in Q3 2021 and has held it in 12 quarters since. 591 funds tracked by Wall St. Rank hold SOFI as of Q2 2024.

Benjamin F. Edwards & Company held 88,580 shares of SoFi Technologies worth $585K as of Q2 2024.
Benjamin F. Edwards & Company bought 86,545 SoFi Technologies shares in Q2 2024, an estimated $610K.
SoFi Technologies made up 0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #655 holding.
Benjamin F. Edwards & Company first reported a position in SoFi Technologies in Q3 2021 and has held it in 12 quarters since.
591 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.