CAM
SOFI icon

Columbia Asset Management’s SoFi Technologies SOFI Stock Holding History

Columbia Asset Management’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
Q2 		– Sell
-11,185
Closed -$192K – 175
2024
Q1 		$192K Hold
11,185
– – 0.04% 163
2023
Q4 		$192K Buy
11,185
+1,000
+10% +$7.95K 0.04% 163
2023
Q3 		$131K Sell
10,185
-4,795
-32% -$42.2K 0.03% 160
2023
Q2 		$125K Hold
14,980
– – 0.03% 166
2023
Q1 		$91K Hold
14,980
– – 0.02% 163
2022
Q4 		$69K Hold
14,980
– – 0.02% 162
2022
Q3 		$73K Buy
+14,980
New +$94.8K 0.02% 179
2021
Q4 		$237K Hold
14,980
– – 0.05% 171
2021
Q3 		$238K Buy
+14,980
New +$235K 0.05% 169

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
SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return