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Industrial Alliance Investment Management’s SoFi Technologies SOFI Stock Holding History

Industrial Alliance Investment 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
2023
Q3 		– Sell
-2,185
Closed -$18K – 140
2023
Q2 		$18K Hold
2,185
– – 0.01% 169
2023
Q1 		$13K Hold
2,185
– – ﹤0.01% 517
2022
Q4 		$10K Hold
2,185
– – ﹤0.01% 431
2022
Q3 		$11K Hold
2,185
– – ﹤0.01% 407
2022
Q2 		$12K Hold
2,185
– – ﹤0.01% 378
2022
Q1 		$21K Hold
2,185
– – ﹤0.01% 407
2021
Q4 		$35K Buy
+2,185
New +$40.1K ﹤0.01% 387

Other funds holding SOFI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Industrial Alliance Investment Management's SOFI Position: Q3 2023 in Review

Industrial Alliance Investment Management sold out of SoFi Technologies (SOFI) in Q3 2023, closing a stake of 2,185 shares — an estimated $18K sold.

Industrial Alliance Investment Management first reported a position in SOFI in Q4 2021 and held it in 7 quarters. The position peaked at $35K in Q4 2021. 513 funds tracked by Wall St. Rank hold SOFI as of Q3 2023.

  • Industrial Alliance Investment Management reported no remaining SoFi Technologies position as of Q3 2023 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 2,185 SoFi Technologies shares in Q3 2023, an estimated $18K.
  • Industrial Alliance Investment Management first reported a position in SoFi Technologies in Q4 2021 and held it in 7 quarters.
  • Industrial Alliance Investment Management's SoFi Technologies position peaked at $35K in Q4 2021.
  • 513 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q3 2023, filed 15 Nov 2023.