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	–	494
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%	277
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 $5.7T AUM 30.48% 1-Year Est. Return

Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return