Iron Horse Wealth Management’s SoFi Technologies SOFI Stock Holding History

Iron Horse 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	–	Sell	-4	Closed	-$29	–	493
2024 Q1	$29	Hold	4	–	–	﹤0.01%	463
2023 Q4	$40	Hold	4	–	–	﹤0.01%	493
2023 Q3	$32	Hold	4	–	–	﹤0.01%	502
2023 Q2	$33	Hold	4	–	–	﹤0.01%	314
2023 Q1	$24	Sell	4 -100	-96%	-$606	﹤0.01%	352
2022 Q4	$0	Buy	104 +100	+2,500%	+$496	﹤0.01%	276
2022 Q3	$0	Hold	4	–	–	﹤0.01%	262
2022 Q2	$0	Buy	+4	New	+$27	﹤0.01%	313
2022 Q1	–	Sell	-4	Closed	–	–	268
2021 Q4	$0	Hold	4	–	–	﹤0.01%	246
2021 Q3	$0	Buy	+4	New	+$63	﹤0.01%	238

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 $3.38T AUM 44.17% 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

Iron Horse Wealth Management's SOFI Position: Q2 2024 in Review

Iron Horse Wealth Management sold out of SoFi Technologies (SOFI) in Q2 2024, closing a stake of 4 shares — an estimated $29 sold.

Iron Horse Wealth Management first reported a position in SOFI in Q3 2021 and held it in 10 quarters. The position peaked at $40 in Q4 2023. 592 funds tracked by Wall St. Rank hold SOFI as of Q2 2024.

Iron Horse Wealth Management reported no remaining SoFi Technologies position as of Q2 2024 after selling out during the quarter.
Iron Horse Wealth Management sold 4 SoFi Technologies shares in Q2 2024, an estimated $29.
Iron Horse Wealth Management first reported a position in SoFi Technologies in Q3 2021 and held it in 10 quarters.
Iron Horse Wealth Management's SoFi Technologies position peaked at $40 in Q4 2023.
592 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2024.

Based on Iron Horse Wealth Management's 13F filing for Q2 2024, filed 22 Jul 2024.