Bulltick Wealth Management’s SoFi Technologies SOFI Stock Holding History

Bulltick Wealth Management’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	-12,937	Closed	-$129K	–	118
2023 Q4	$129K	Sell	12,937 -1,967	-13%	-$15.6K	0.03%	104
2023 Q3	$119K	Sell	14,904 -12,920	-46%	-$114K	0.03%	112
2023 Q2	$232K	Sell	27,824 -9,114	-25%	-$59.4K	0.05%	116
2023 Q1	$224K	Sell	36,938 -4,102	-10%	-$24.9K	0.06%	118
2022 Q4	$189K	Sell	41,040 -10,000	-20%	-$49.6K	0.05%	128
2022 Q3	$249K	Sell	51,040 -1,340	-3%	-$8.48K	0.07%	105
2022 Q2	$276K	Buy	+52,380	New	+$354K	0.07%	104
2022 Q1	–	Sell	-27,051	Closed	-$428K	–	162
2021 Q4	$428K	Sell	27,051 -96	-0.4%	-$1.76K	0.08%	91
2021 Q3	$431K	Buy	+27,147	New	+$425K	0.1%	81

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

Bulltick Wealth Management's SOFI Position: Q1 2024 in Review

Bulltick Wealth Management sold out of SoFi Technologies (SOFI) in Q1 2024, closing a stake of 12,937 shares — an estimated $129K sold.

Bulltick Wealth Management first reported a position in SOFI in Q3 2021 and held it in 9 quarters. The position peaked at $431K in Q3 2021. 603 funds tracked by Wall St. Rank hold SOFI as of Q1 2024.

Bulltick Wealth Management reported no remaining SoFi Technologies position as of Q1 2024 after selling out during the quarter.
Bulltick Wealth Management sold 12,937 SoFi Technologies shares in Q1 2024, an estimated $129K.
Bulltick Wealth Management first reported a position in SoFi Technologies in Q3 2021 and held it in 9 quarters.
Bulltick Wealth Management's SoFi Technologies position peaked at $431K in Q3 2021.
603 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2024.

Based on Bulltick Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.