Bison Wealth’s SoFi Technologies SOFI Stock Holding History

Bison Wealth’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 Q3	–	Sell	-10,249	Closed	-$74.8K	–	475
2024 Q2	$74.8K	Hold	10,249	–	–	0.01%	411
2024 Q1	$74.8K	Buy	+10,249	New	+$81.4K	0.01%	413

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bison Wealth's SOFI Position: Q3 2024 in Review

Bison Wealth sold out of SoFi Technologies (SOFI) in Q3 2024, closing a stake of 10,249 shares — an estimated $74.8K sold.

Bison Wealth first reported a position in SOFI in Q1 2024 and held it in 2 quarters. The position peaked at $74.8K in Q2 2024. 624 funds tracked by Wall St. Rank hold SOFI as of Q3 2024.

Bison Wealth reported no remaining SoFi Technologies position as of Q3 2024 after selling out during the quarter.
Bison Wealth sold 10,249 SoFi Technologies shares in Q3 2024, an estimated $74.8K.
Bison Wealth first reported a position in SoFi Technologies in Q1 2024 and held it in 2 quarters.
Bison Wealth's SoFi Technologies position peaked at $74.8K in Q2 2024.
624 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2024.

Based on Bison Wealth's 13F filing for Q3 2024, filed 5 Nov 2024.