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Kelly Financial Services’s SoFi Technologies SOFI Stock Holding History

Kelly Financial Services’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
Q3 		– Sell
-500
Closed -$3.31K – 649
2024
Q2 		$3.31K Hold
500
– – ﹤0.01% 538
2024
Q1 		$3.65K Buy
+500
New +$3.97K ﹤0.01% 534

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
SLG
Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Kelly Financial Services's SOFI Position: Q3 2024 in Review

Kelly Financial Services sold out of SoFi Technologies (SOFI) in Q3 2024, closing a stake of 500 shares — an estimated $3.31K sold.

Kelly Financial Services first reported a position in SOFI in Q1 2024 and held it in 2 quarters. The position peaked at $3.65K in Q1 2024. 625 funds tracked by Wall St. Rank hold SOFI as of Q3 2024.

  • Kelly Financial Services reported no remaining SoFi Technologies position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 500 SoFi Technologies shares in Q3 2024, an estimated $3.31K.
  • Kelly Financial Services first reported a position in SoFi Technologies in Q1 2024 and held it in 2 quarters.
  • Kelly Financial Services's SoFi Technologies position peaked at $3.65K in Q1 2024.
  • 625 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.