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First Personal Financial Services’s SoFi Technologies SOFI Stock Holding History

First Personal Financial Services’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
Q3 		$103 Buy
+13
New +$94 ﹤0.01% 540
2024
Q1 		– Sell
-501
Closed -$4.99K – 407
2023
Q4 		$4.99K Buy
+501
New +$3.98K ﹤0.01% 337

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

First Personal Financial Services's SOFI Position: Q3 2024 in Review

First Personal Financial Services opened a new position in SoFi Technologies (SOFI) in Q3 2024: 13 shares worth $103. The stake represents ﹤0.01% of the portfolio and ranks #540 among its holdings. This is a return to the name: First Personal Financial Services previously reported a position in SOFI as recently as Q4 2023.

First Personal Financial Services first reported a position in SOFI in Q4 2023 and has held it in 2 quarters since. The position peaked at $4.99K in Q4 2023. 624 funds tracked by Wall St. Rank hold SOFI as of Q3 2024.

  • First Personal Financial Services held 13 shares of SoFi Technologies worth $103 as of Q3 2024.
  • SoFi Technologies was a new First Personal Financial Services position in Q3 2024.
  • SoFi Technologies made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #540 holding.
  • First Personal Financial Services first reported a position in SoFi Technologies in Q4 2023 and has held it in 2 quarters since.
  • First Personal Financial Services's SoFi Technologies position peaked at $4.99K in Q4 2023.
  • 624 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.