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Convergence Financial’s SoFi Technologies SOFI Stock Holding History

Convergence Financial’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
2022
Q4 		– Sell
-2,500
Closed -$27.5K – 29
2022
Q3 		$27.5K Buy
+2,500
New +$15.8K 0.03% 22

Other funds holding SOFI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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

Convergence Financial's SOFI Position: Q2 2024 in Review

Convergence Financial sold out of SoFi Technologies (SOFI) in Q2 2024, closing a stake of 400,010 shares — an estimated $2.92M sold.

Convergence Financial first reported a position in SOFI in Q4 2021 and held it in 6 quarters. The position peaked at $2.92M in Q1 2024. 590 funds tracked by Wall St. Rank hold SOFI as of Q2 2024.

  • Convergence Financial reported no remaining SoFi Technologies position as of Q2 2024 after selling out during the quarter.
  • Convergence Financial sold 400,010 SoFi Technologies shares in Q2 2024, an estimated $2.92M.
  • Convergence Financial first reported a position in SoFi Technologies in Q4 2021 and held it in 6 quarters.
  • Convergence Financial's SoFi Technologies position peaked at $2.92M in Q1 2024.
  • 590 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2024.

Based on Convergence Financial's 13F filing for Q2 2024, filed 23 Oct 2024.