Cetera Advisor Networks’s SoFi Technologies SOFI Stock Holding History

Cetera Advisor Networks’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	$1.82M	Buy	249,862 +81,939	+49%	+$651K	0.01%	1075
2023 Q4	$1.67M	Sell	167,923 -3,965	-2%	-$31.5K	0.01%	1057
2023 Q3	$1.37M	Sell	171,888 -137,421	-44%	-$1.21M	0.01%	1087
2023 Q2	$2.58M	Buy	309,309 +105,103	+51%	+$685K	0.02%	755
2023 Q1	$1.24M	Buy	204,206 +27,744	+16%	+$168K	0.01%	1110
2022 Q4	$813K	Buy	176,462 +16,897	+11%	+$83.8K	0.01%	1302
2022 Q3	$779K	Buy	159,565 +33,773	+27%	+$214K	0.01%	1014
2022 Q2	$663K	Buy	125,792 +5,179	+4%	+$35K	0.01%	1099
2022 Q1	$1.14M	Buy	120,613 +51,575	+75%	+$592K	0.01%	850
2021 Q4	$1.09M	Buy	69,038 +28,106	+69%	+$516K	0.01%	861
2021 Q3	$650K	Buy	40,932 +19,487	+91%	+$305K	0.01%	1062
2021 Q2	$411K	Buy	+21,445	New	+$398K	0.01%	1309

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

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 40.91% 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

Cetera Advisor Networks's SOFI Position: Q1 2024 in Review

Cetera Advisor Networks increased its SoFi Technologies (SOFI) stake by 49% in Q1 2024, buying an estimated $651K and bringing the position to 249,862 shares worth $1.82M. The position accounts for 0.01% of the portfolio, ranked #1075.

Cetera Advisor Networks first reported a position in SOFI in Q2 2021 and has held it in 12 quarters since. The position peaked at $2.58M in Q2 2023. 602 funds tracked by Wall St. Rank hold SOFI as of Q1 2024.

Cetera Advisor Networks held 249,862 shares of SoFi Technologies worth $1.82M as of Q1 2024.
Cetera Advisor Networks bought 81,939 SoFi Technologies shares in Q1 2024, an estimated $651K.
SoFi Technologies made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1075 holding.
Cetera Advisor Networks first reported a position in SoFi Technologies in Q2 2021 and has held it in 12 quarters since.
Cetera Advisor Networks's SoFi Technologies position peaked at $2.58M in Q2 2023.
602 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.