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LifePro Asset Management’s SoFi Technologies SOFI Stock Holding History

LifePro Asset 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
Q3 		$2.45M Buy
+311,749
New +$2.27M 1.5% 20
2022
Q1 		– Sell
-647,030
Closed -$10.2M – 141
2021
Q4 		$10.2M Buy
+647,030
New +$11.9M 3.03% 15

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
SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

LifePro Asset Management's SOFI Position: Q3 2024 in Review

LifePro Asset Management opened a new position in SoFi Technologies (SOFI) in Q3 2024: 311,749 shares worth $2.45M. The stake represents 1.5% of the portfolio and ranks #20 among its holdings. This is a return to the name: LifePro Asset Management previously reported a position in SOFI as recently as Q4 2021.

LifePro Asset Management first reported a position in SOFI in Q4 2021 and has held it in 2 quarters since. The position peaked at $10.2M in Q4 2021. 624 funds tracked by Wall St. Rank hold SOFI as of Q3 2024.

  • LifePro Asset Management held 311,749 shares of SoFi Technologies worth $2.45M as of Q3 2024.
  • SoFi Technologies was a new LifePro Asset Management position in Q3 2024.
  • SoFi Technologies made up 1.5% of LifePro Asset Management's portfolio in Q3 2024, its #20 holding.
  • LifePro Asset Management first reported a position in SoFi Technologies in Q4 2021 and has held it in 2 quarters since.
  • LifePro Asset Management's SoFi Technologies position peaked at $10.2M in Q4 2021.
  • 624 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2024.

Based on LifePro Asset Management's 13F filing for Q3 2024, filed 9 Oct 2024.