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ICA Group Wealth Management’s SoFi Technologies SOFI Stock Holding History

ICA Group Wealth Management’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 		$3.4K Buy
515
+290
+129% +$2.04K ﹤0.01% 625
2024
Q1 		$1.64K Buy
+225
New +$1.79K ﹤0.01% 1199
2023
Q3 		– Sell
-50
Closed -$417 – 1067
2023
Q2 		$417 Sell
50
-3,100
-98% -$20.2K ﹤0.01% 1266
2023
Q1 		$19.1K Buy
3,150
+50
+2% +$303 ﹤0.01% 677
2022
Q4 		$14.3K Buy
+3,100
New +$15.4K ﹤0.01% 754

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
SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

ICA Group Wealth Management's SOFI Position: Q2 2024 in Review

ICA Group Wealth Management increased its SoFi Technologies (SOFI) stake by 129% in Q2 2024, buying an estimated $2.04K and bringing the position to 515 shares worth $3.4K. The position accounts for ﹤0.01% of the portfolio, ranked #625.

ICA Group Wealth Management first reported a position in SOFI in Q4 2022 and has held it in 5 quarters since. The position peaked at $19.1K in Q1 2023. 590 funds tracked by Wall St. Rank hold SOFI as of Q2 2024.

  • ICA Group Wealth Management held 515 shares of SoFi Technologies worth $3.4K as of Q2 2024.
  • ICA Group Wealth Management bought 290 SoFi Technologies shares in Q2 2024, an estimated $2.04K.
  • SoFi Technologies made up ﹤0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #625 holding.
  • ICA Group Wealth Management first reported a position in SoFi Technologies in Q4 2022 and has held it in 5 quarters since.
  • ICA Group Wealth Management's SoFi Technologies position peaked at $19.1K in Q1 2023.
  • 590 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.