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Cassady Schiller Wealth Management’s SoFi Technologies SOFI Stock Holding History

Cassady Schiller 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
Q4 		$1.14K Buy
+74
New +$961 ﹤0.01% 755

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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cassady Schiller Wealth Management's SOFI Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in SoFi Technologies (SOFI) in Q4 2024: 74 shares worth $1.14K. The stake represents ﹤0.01% of the portfolio and ranks #755 among its holdings.

705 funds tracked by Wall St. Rank hold SOFI as of Q4 2024.

  • Cassady Schiller Wealth Management held 74 shares of SoFi Technologies worth $1.14K as of Q4 2024.
  • SoFi Technologies was a new Cassady Schiller Wealth Management position in Q4 2024.
  • SoFi Technologies made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #755 holding.
  • 705 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.