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Kathleen S. Wright Associates’s SoFi Technologies SOFI Stock Holding History

Kathleen S. Wright Associates’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
2025
Q1 		– Sell
-200
Closed -$3.08K – 264
2024
Q4 		$3.08K Buy
+200
New +$2.6K ﹤0.01% 243

Other funds holding SOFI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Kathleen S. Wright Associates's SOFI Position: Q1 2025 in Review

Kathleen S. Wright Associates sold out of SoFi Technologies (SOFI) in Q1 2025, closing a stake of 200 shares — an estimated $3.08K sold.

Kathleen S. Wright Associates first reported a position in SOFI in Q4 2024 and held it in 1 quarter. The position peaked at $3.08K in Q4 2024. 715 funds tracked by Wall St. Rank hold SOFI as of Q1 2025.

  • Kathleen S. Wright Associates reported no remaining SoFi Technologies position as of Q1 2025 after selling out during the quarter.
  • Kathleen S. Wright Associates sold 200 SoFi Technologies shares in Q1 2025, an estimated $3.08K.
  • Kathleen S. Wright Associates first reported a position in SoFi Technologies in Q4 2024 and held it in 1 quarter.
  • Kathleen S. Wright Associates's SoFi Technologies position peaked at $3.08K in Q4 2024.
  • 715 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q1 2025, filed 6 May 2025.