Claris Advisors’s SoFi Technologies SOFI Stock Holding History

Claris 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 Q4	–	Sell	-36	Closed	-$283	–	987
2024 Q3	$283	Buy	+36	New	+$262	﹤0.01%	851

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Claris Advisors's SOFI Position: Q4 2024 in Review

Claris Advisors sold out of SoFi Technologies (SOFI) in Q4 2024, closing a stake of 36 shares — an estimated $283 sold.

Claris Advisors first reported a position in SOFI in Q3 2024 and held it in 1 quarter. The position peaked at $283 in Q3 2024. 705 funds tracked by Wall St. Rank hold SOFI as of Q4 2024.

Claris Advisors reported no remaining SoFi Technologies position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 36 SoFi Technologies shares in Q4 2024, an estimated $283.
Claris Advisors first reported a position in SoFi Technologies in Q3 2024 and held it in 1 quarter.
Claris Advisors's SoFi Technologies position peaked at $283 in Q3 2024.
705 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.