Cetera Advisors’s SoFi Technologies SOFI Stock Holding History

Cetera Advisors’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	$3.49M	Buy	478,212 +362,114	+312%	+$2.88M	0.03%	585
2023 Q4	$1.16M	Sell	116,098 -4,426	-4%	-$35.2K	0.02%	720
2023 Q3	$963K	Buy	120,524 +274	+0.2%	+$2.41K	0.02%	740
2023 Q2	$1M	Sell	120,250 -119,425	-50%	-$779K	0.02%	712
2023 Q1	$1.45M	Buy	239,675 +96,586	+68%	+$586K	0.02%	559
2022 Q4	$660K	Buy	143,089 +4,799	+3%	+$23.8K	0.01%	837
2022 Q3	$675K	Buy	138,290 +8,496	+7%	+$53.8K	0.02%	658
2022 Q2	$684K	Buy	129,794 +44,361	+52%	+$300K	0.02%	710
2022 Q1	$807K	Buy	85,433 +9,425	+12%	+$108K	0.02%	688
2021 Q4	$1.2M	Buy	76,008 +26,555	+54%	+$487K	0.02%	535
2021 Q3	$785K	Buy	+49,453	New	+$775K	0.02%	696

Other funds holding SOFI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Cetera Advisors's SOFI Position: Q1 2024 in Review

Cetera Advisors increased its SoFi Technologies (SOFI) stake by 312% in Q1 2024, buying an estimated $2.88M and bringing the position to 478,212 shares worth $3.49M. The position accounts for 0.03% of the portfolio, ranked #585.

Cetera Advisors first reported a position in SOFI in Q3 2021 and has held it in 11 quarters since. 602 funds tracked by Wall St. Rank hold SOFI as of Q1 2024.

Cetera Advisors held 478,212 shares of SoFi Technologies worth $3.49M as of Q1 2024.
Cetera Advisors bought 362,114 SoFi Technologies shares in Q1 2024, an estimated $2.88M.
SoFi Technologies made up 0.03% of Cetera Advisors's portfolio in Q1 2024, its #585 holding.
Cetera Advisors first reported a position in SoFi Technologies in Q3 2021 and has held it in 11 quarters since.
602 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2024.

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