Kapitalo Investimentos’s SoFi Technologies SOFI Stock Holding History

Kapitalo Investimentos’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 Q1	–	Sell	-2,048	Closed	-$20.4K	–	526
2023 Q4	$20.4K	Buy	+2,048	New	+$16.3K	﹤0.01%	492
2023 Q2	–	Sell	-38,945	Closed	-$236K	–	681
2023 Q1	$236K	Buy	+38,945	New	+$236K	0.08%	129

Other funds holding SOFI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AIM

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Kapitalo Investimentos's SOFI Position: Q1 2024 in Review

Kapitalo Investimentos sold out of SoFi Technologies (SOFI) in Q1 2024, closing a stake of 2,048 shares — an estimated $20.4K sold.

Kapitalo Investimentos first reported a position in SOFI in Q1 2023 and held it in 2 quarters. The position peaked at $236K in Q1 2023. 602 funds tracked by Wall St. Rank hold SOFI as of Q1 2024.

Kapitalo Investimentos reported no remaining SoFi Technologies position as of Q1 2024 after selling out during the quarter.
Kapitalo Investimentos sold 2,048 SoFi Technologies shares in Q1 2024, an estimated $20.4K.
Kapitalo Investimentos first reported a position in SoFi Technologies in Q1 2023 and held it in 2 quarters.
Kapitalo Investimentos's SoFi Technologies position peaked at $236K in Q1 2023.
602 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2024.

Based on Kapitalo Investimentos's 13F filing for Q1 2024, filed 15 May 2024.