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Claro Advisors’s SoFi Technologies SOFI Stock Holding History

Claro 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
-25,550
Closed -$201K – 540
2024
Q3 		$201K Buy
25,550
+7,304
+40% +$53.1K 0.03% 490
2024
Q2 		$121K Sell
18,246
-500
-3% -$3.53K 0.02% 423
2024
Q1 		$137K Buy
18,746
+297
+2% +$2.36K 0.02% 414
2023
Q4 		$184K Buy
18,449
+103
+0.6% +$819 0.04% 372
2023
Q3 		$147K Sell
18,346
-22,333
-55% -$196K 0.04% 358
2023
Q2 		$339K Buy
40,679
+26,583
+189% +$173K 0.08% 246
2023
Q1 		$85.6K Sell
14,096
-100
-0.7% -$606 0.03% 344
2022
Q4 		$65.4K Buy
+14,196
New +$70.4K 0.02% 314

Other funds holding SOFI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B 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 $121B 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 $564B AUM 30.12% 1-Year Est. Return