Hennessy Advisors Inc’s SoFi Technologies SOFI Stock Holding History

Hennessy Advisors 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 Q1	–	Sell	-40,000	Closed	-$398K	–	324
2023 Q4	$398K	Sell	40,000 -30,000	-43%	-$238K	0.02%	278
2023 Q3	$559K	Buy	+70,000	New	+$616K	0.04%	216
2022 Q2	–	Sell	-28,000	Closed	-$265K	–	295
2022 Q1	$265K	Sell	28,000 -152,500	-84%	-$1.75M	0.01%	288
2021 Q4	$2.85M	Buy	180,500 +60,500	+50%	+$1.11M	0.16%	211
2021 Q3	$1.91M	Buy	120,000 +74,000	+161%	+$1.16M	0.11%	244
2021 Q2	$882K	Sell	46,000 -13,000	-22%	-$241K	0.05%	256
2021 Q1	$1.01M	Buy	+59,000	New	+$1.16M	0.06%	255

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 $3.37T AUM 44.26% 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

Hennessy Advisors Inc's SOFI Position: Q1 2024 in Review

Hennessy Advisors Inc sold out of SoFi Technologies (SOFI) in Q1 2024, closing a stake of 40,000 shares — an estimated $398K sold.

Hennessy Advisors Inc first reported a position in SOFI in Q1 2021 and held it in 7 quarters. The position peaked at $2.85M in Q4 2021. 602 funds tracked by Wall St. Rank hold SOFI as of Q1 2024.

Hennessy Advisors Inc reported no remaining SoFi Technologies position as of Q1 2024 after selling out during the quarter.
Hennessy Advisors Inc sold 40,000 SoFi Technologies shares in Q1 2024, an estimated $398K.
Hennessy Advisors Inc first reported a position in SoFi Technologies in Q1 2021 and held it in 7 quarters.
Hennessy Advisors Inc's SoFi Technologies position peaked at $2.85M in Q4 2021.
602 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2024.

Based on Hennessy Advisors Inc's 13F filing for Q1 2024, filed 16 Apr 2024.