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 $6.73T AUM 46.02% 1-Year Est. Return
SLG
Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Columbia Asset Management's SOFI Position: Q2 2024 in Review

Columbia Asset Management sold out of SoFi Technologies (SOFI) in Q2 2024, closing a stake of 11,185 shares — an estimated $192K sold.

Columbia Asset Management first reported a position in SOFI in Q3 2021 and held it in 9 quarters. The position peaked at $238K in Q3 2021. 591 funds tracked by Wall St. Rank hold SOFI as of Q2 2024.

  • Columbia Asset Management reported no remaining SoFi Technologies position as of Q2 2024 after selling out during the quarter.
  • Columbia Asset Management sold 11,185 SoFi Technologies shares in Q2 2024, an estimated $192K.
  • Columbia Asset Management first reported a position in SoFi Technologies in Q3 2021 and held it in 9 quarters.
  • Columbia Asset Management's SoFi Technologies position peaked at $238K in Q3 2021.
  • 591 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2024.

Based on Columbia Asset Management's 13F filing for Q2 2024, filed 5 Aug 2024.