IBEX Wealth Advisors’s SoFi Technologies SOFI Stock Holding History

IBEX Wealth Advisors’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	–	Sell	-500	Closed	-$3.31K	–	246
2024 Q2	$3.31K	Buy	+500	New	+$3.53K	﹤0.01%	264

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

AIM

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

Norges Bank Oslo, Norway $1T AUM

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

IBEX Wealth Advisors's SOFI Position: Q3 2024 in Review

IBEX Wealth Advisors sold out of SoFi Technologies (SOFI) in Q3 2024, closing a stake of 500 shares — an estimated $3.31K sold.

IBEX Wealth Advisors first reported a position in SOFI in Q2 2024 and held it in 1 quarter. The position peaked at $3.31K in Q2 2024. 624 funds tracked by Wall St. Rank hold SOFI as of Q3 2024.

IBEX Wealth Advisors reported no remaining SoFi Technologies position as of Q3 2024 after selling out during the quarter.
IBEX Wealth Advisors sold 500 SoFi Technologies shares in Q3 2024, an estimated $3.31K.
IBEX Wealth Advisors first reported a position in SoFi Technologies in Q2 2024 and held it in 1 quarter.
IBEX Wealth Advisors's SoFi Technologies position peaked at $3.31K in Q2 2024.
624 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2024.

Based on IBEX Wealth Advisors's 13F filing for Q3 2024, filed 4 Nov 2024.