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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 – 539
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 $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Claro Advisors's SOFI Position: Q4 2024 in Review

Claro Advisors sold out of SoFi Technologies (SOFI) in Q4 2024, closing a stake of 25,550 shares — an estimated $201K sold.

Claro Advisors first reported a position in SOFI in Q4 2022 and held it in 8 quarters. The position peaked at $339K in Q2 2023. 705 funds tracked by Wall St. Rank hold SOFI as of Q4 2024.

  • Claro Advisors reported no remaining SoFi Technologies position as of Q4 2024 after selling out during the quarter.
  • Claro Advisors sold 25,550 SoFi Technologies shares in Q4 2024, an estimated $201K.
  • Claro Advisors first reported a position in SoFi Technologies in Q4 2022 and held it in 8 quarters.
  • Claro Advisors's SoFi Technologies position peaked at $339K in Q2 2023.
  • 705 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2024.

Based on Claro Advisors's 13F filing for Q4 2024, filed 13 Jan 2025.