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DDFG Inc’s SoFi Technologies SOFI Stock Holding History

DDFG Inc’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
-19,280
Closed -$141K – 80
2024
Q1 		$141K Hold
19,280
– – 0.04% 73
2023
Q4 		$192K Sell
19,280
-622
-3% -$4.94K 0.06% 69
2023
Q3 		$159K Hold
19,902
– – 0.06% 68
2023
Q2 		$166K Hold
19,902
– – 0.06% 70
2023
Q1 		$121K Buy
19,902
+1,064
+6% +$6.45K 0.05% 70
2022
Q4 		$86.8K Buy
+18,838
New +$93.4K 0.04% 71

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

DDFG Inc's SOFI Position: Q2 2024 in Review

DDFG Inc sold out of SoFi Technologies (SOFI) in Q2 2024, closing a stake of 19,280 shares — an estimated $141K sold.

DDFG Inc first reported a position in SOFI in Q4 2022 and held it in 6 quarters. The position peaked at $192K in Q4 2023. 590 funds tracked by Wall St. Rank hold SOFI as of Q2 2024.

  • DDFG Inc reported no remaining SoFi Technologies position as of Q2 2024 after selling out during the quarter.
  • DDFG Inc sold 19,280 SoFi Technologies shares in Q2 2024, an estimated $141K.
  • DDFG Inc first reported a position in SoFi Technologies in Q4 2022 and held it in 6 quarters.
  • DDFG Inc's SoFi Technologies position peaked at $192K in Q4 2023.
  • 590 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2024.

Based on DDFG Inc's 13F filing for Q2 2024, filed 6 Aug 2024.