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Carmichael Hill & Associates’s SoFi Technologies SOFI Stock Holding History

Carmichael Hill & Associates’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 		– Hold
0
– – – 558
2024
Q2 		– Hold
0
– – – 542
2024
Q1 		– Hold
0
– – – 542

Other funds holding SOFI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Carmichael Hill & Associates's SOFI Position: Q3 2021 in Review

Carmichael Hill & Associates sold out of SoFi Technologies (SOFI) in Q3 2021, closing a stake of 300 shares — an estimated $6K sold.

Carmichael Hill & Associates first reported a position in SOFI in Q2 2021 and held it in 1 quarter. The position peaked at $6K in Q2 2021. 307 funds tracked by Wall St. Rank hold SOFI as of Q3 2021.

  • Carmichael Hill & Associates reported no remaining SoFi Technologies position as of Q3 2021 after selling out during the quarter.
  • Carmichael Hill & Associates sold 300 SoFi Technologies shares in Q3 2021, an estimated $6K.
  • Carmichael Hill & Associates first reported a position in SoFi Technologies in Q2 2021 and held it in 1 quarter.
  • Carmichael Hill & Associates's SoFi Technologies position peaked at $6K in Q2 2021.
  • 307 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2021.

Based on Carmichael Hill & Associates's 13F filing for Q3 2021, filed 12 Nov 2021.