KRS Capital Management’s SoFi Technologies SOFI Stock Holding History

KRS Capital 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	-11,420	Closed	-$83.4K	–	123
2024 Q1	$83.4K	Buy	+11,420	New	+$90.7K	0.07%	118
2023 Q3	–	Sell	-12,045	Closed	-$100K	–	114
2023 Q2	$100K	Sell	12,045 -11,100	-48%	-$72.4K	0.1%	112
2023 Q1	$140K	Sell	23,145 -6,600	-22%	-$40K	0.16%	112
2022 Q4	$137K	Buy	29,745 +495	+2%	+$2.46K	0.19%	104
2022 Q3	$142K	Sell	29,250 -600	-2%	-$3.8K	0.2%	95
2022 Q2	$157K	Buy	29,850 +4,350	+17%	+$29.4K	0.22%	97
2022 Q1	$240K	Buy	25,500 +6,185	+32%	+$71K	0.26%	102
2021 Q4	$305K	Buy	+19,315	New	+$355K	0.26%	88

Other funds holding SOFI

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

KRS Capital Management's SOFI Position: Q2 2024 in Review

KRS Capital Management sold out of SoFi Technologies (SOFI) in Q2 2024, closing a stake of 11,420 shares — an estimated $83.4K sold.

KRS Capital Management first reported a position in SOFI in Q4 2021 and held it in 8 quarters. The position peaked at $305K in Q4 2021. 592 funds tracked by Wall St. Rank hold SOFI as of Q2 2024.

KRS Capital Management reported no remaining SoFi Technologies position as of Q2 2024 after selling out during the quarter.
KRS Capital Management sold 11,420 SoFi Technologies shares in Q2 2024, an estimated $83.4K.
KRS Capital Management first reported a position in SoFi Technologies in Q4 2021 and held it in 8 quarters.
KRS Capital Management's SoFi Technologies position peaked at $305K in Q4 2021.
592 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2024.

Based on KRS Capital Management's 13F filing for Q2 2024, filed 17 Jul 2024.