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Jamison Private Wealth Management’s SoFi Technologies SOFI Stock Holding History

Jamison Private 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
Q4 		– Sell
-565
Closed -$4.44K – 429
2024
Q3 		$4.44K Sell
565
-10
-2% -$73 ﹤0.01% 386
2024
Q2 		$3.8K Hold
575
– – ﹤0.01% 366
2024
Q1 		$4.2K Hold
575
– – ﹤0.01% 367
2023
Q4 		$5.72K Buy
575
+3
+0.5% +$24 ﹤0.01% 334
2023
Q3 		$4.57K Buy
+572
New +$5.03K ﹤0.01% 329

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
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 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 $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jamison Private Wealth Management's SOFI Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of SoFi Technologies (SOFI) in Q4 2024, closing a stake of 565 shares — an estimated $4.44K sold.

Jamison Private Wealth Management first reported a position in SOFI in Q3 2023 and held it in 5 quarters. The position peaked at $5.72K in Q4 2023. 705 funds tracked by Wall St. Rank hold SOFI as of Q4 2024.

  • Jamison Private Wealth Management reported no remaining SoFi Technologies position as of Q4 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 565 SoFi Technologies shares in Q4 2024, an estimated $4.44K.
  • Jamison Private Wealth Management first reported a position in SoFi Technologies in Q3 2023 and held it in 5 quarters.
  • Jamison Private Wealth Management's SoFi Technologies position peaked at $5.72K in Q4 2023.
  • 705 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.