Glassman Wealth Services’s SoFi Technologies SOFI Stock Holding History

Glassman Wealth 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 Q1	–	Sell	-4,529	Closed	-$45.1K	–	1570
2023 Q4	$45.1K	Sell	4,529 -510	-10%	-$4.05K	0.01%	474
2023 Q3	$40.3K	Buy	5,039 +510	+11%	+$4.49K	0.01%	472
2023 Q2	$37.8K	Hold	4,529	–	–	0.01%	473
2023 Q1	$27.5K	Hold	4,529	–	–	﹤0.01%	554
2022 Q4	$20.9K	Sell	4,529 -137	-3%	-$679	﹤0.01%	651
2022 Q3	$23K	Buy	4,666 +127	+3%	+$804	﹤0.01%	579
2022 Q2	$24K	Buy	+4,539	New	+$30.7K	﹤0.01%	579

Other funds holding SOFI

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

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 Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Glassman Wealth Services's SOFI Position: Q1 2024 in Review

Glassman Wealth Services sold out of SoFi Technologies (SOFI) in Q1 2024, closing a stake of 4,529 shares — an estimated $45.1K sold.

Glassman Wealth Services first reported a position in SOFI in Q2 2022 and held it in 7 quarters. The position peaked at $45.1K in Q4 2023. 603 funds tracked by Wall St. Rank hold SOFI as of Q1 2024.

Glassman Wealth Services reported no remaining SoFi Technologies position as of Q1 2024 after selling out during the quarter.
Glassman Wealth Services sold 4,529 SoFi Technologies shares in Q1 2024, an estimated $45.1K.
Glassman Wealth Services first reported a position in SoFi Technologies in Q2 2022 and held it in 7 quarters.
Glassman Wealth Services's SoFi Technologies position peaked at $45.1K in Q4 2023.
603 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.