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Guardian Wealth Advisors (North Carolina)’s SoFi Technologies SOFI Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
Q4 		– Sell
-10,188
Closed -$80.1K – 533
2024
Q3 		$80.1K Sell
10,188
-3,931
-28% -$28.6K 0.01% 293
2024
Q2 		$93.3K Buy
+14,119
New +$99.6K 0.01% 277

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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s SOFI Position: Q4 2024 in Review

Guardian Wealth Advisors (North Carolina) sold out of SoFi Technologies (SOFI) in Q4 2024, closing a stake of 10,188 shares — an estimated $80.1K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in SOFI in Q2 2024 and held it in 2 quarters. The position peaked at $93.3K in Q2 2024. 705 funds tracked by Wall St. Rank hold SOFI as of Q4 2024.

  • Guardian Wealth Advisors (North Carolina) reported no remaining SoFi Technologies position as of Q4 2024 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 10,188 SoFi Technologies shares in Q4 2024, an estimated $80.1K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in SoFi Technologies in Q2 2024 and held it in 2 quarters.
  • Guardian Wealth Advisors (North Carolina)'s SoFi Technologies position peaked at $93.3K in Q2 2024.
  • 705 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2024.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q4 2024, filed 14 Feb 2025.