HST Ventures’s SoFi Technologies SOFI Stock Holding History

HST Ventures’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	-137,931	Closed	-$1.01M	–	65
2024 Q1	$1.01M	Buy	+137,931	New	+$1.1M	0.41%	36
2022 Q2	–	Sell	-71,274	Closed	-$674K	–	26
2022 Q1	$674K	Buy	+71,274	New	+$819K	0.55%	23

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

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

AIM

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

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

HST Ventures's SOFI Position: Q2 2024 in Review

HST Ventures sold out of SoFi Technologies (SOFI) in Q2 2024, closing a stake of 137,931 shares — an estimated $1.01M sold.

HST Ventures first reported a position in SOFI in Q1 2022 and held it in 2 quarters. The position peaked at $1.01M in Q1 2024. 591 funds tracked by Wall St. Rank hold SOFI as of Q2 2024.

HST Ventures reported no remaining SoFi Technologies position as of Q2 2024 after selling out during the quarter.
HST Ventures sold 137,931 SoFi Technologies shares in Q2 2024, an estimated $1.01M.
HST Ventures first reported a position in SoFi Technologies in Q1 2022 and held it in 2 quarters.
HST Ventures's SoFi Technologies position peaked at $1.01M in Q1 2024.
591 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2024.

Based on HST Ventures's 13F filing for Q2 2024, filed 14 Aug 2024.