Buckingham Strategic Wealth’s SoFi Technologies SOFI Stock Holding History

Buckingham Strategic 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 Q2	$82.2K	Sell	12,435 -4,319	-26%	-$30.5K	﹤0.01%	745
2024 Q1	$122K	Buy	16,754 +3,694	+28%	+$29.3K	﹤0.01%	727
2023 Q4	$130K	Buy	13,060 +302	+2%	+$2.4K	﹤0.01%	691
2023 Q3	$102K	Sell	12,758 -883	-6%	-$7.76K	﹤0.01%	664
2023 Q2	$114K	Sell	13,641 -11,705	-46%	-$76.3K	﹤0.01%	661
2023 Q1	$117K	Hold	25,346	–	–	﹤0.01%	582
2022 Q4	$117K	Sell	25,346 -753	-3%	-$3.73K	﹤0.01%	584
2022 Q3	$127K	Buy	26,099 +325	+1%	+$2.06K	﹤0.01%	565
2022 Q2	$136K	Buy	25,774 +1,356	+6%	+$9.16K	﹤0.01%	569
2022 Q1	$231K	Buy	24,418 +13,406	+122%	+$154K	﹤0.01%	535
2021 Q4	$174K	Buy	+11,012	New	+$202K	﹤0.01%	572

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

Buckingham Strategic Wealth's SOFI Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its SoFi Technologies (SOFI) stake by 26% in Q2 2024, selling an estimated $30.5K and leaving 12,435 shares worth $82.2K. The position accounts for ﹤0.01% of the portfolio, ranked #745.

Buckingham Strategic Wealth first reported a position in SOFI in Q4 2021 and has held it in 11 quarters since. The position peaked at $231K in Q1 2022. 591 funds tracked by Wall St. Rank hold SOFI as of Q2 2024.

Buckingham Strategic Wealth held 12,435 shares of SoFi Technologies worth $82.2K as of Q2 2024.
Buckingham Strategic Wealth sold 4,319 SoFi Technologies shares in Q2 2024, an estimated $30.5K.
SoFi Technologies made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #745 holding.
Buckingham Strategic Wealth first reported a position in SoFi Technologies in Q4 2021 and has held it in 11 quarters since.
Buckingham Strategic Wealth's SoFi Technologies position peaked at $231K in Q1 2022.
591 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.