M. Kulyk & Associates’s SoFi Technologies SOFI Stock Holding History

M. Kulyk & 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
2024 Q4	–	Sell	-74,901	Closed	-$589K	–	116
2024 Q3	$589K	Hold	74,901	–	–	0.12%	66
2024 Q2	$495K	Hold	74,901	–	–	0.12%	68
2024 Q1	$547K	Hold	74,901	–	–	0.13%	66
2023 Q4	$745K	Hold	74,901	–	–	0.17%	62
2023 Q3	$598K	Hold	74,901	–	–	0.17%	62
2023 Q2	$625K	Hold	74,901	–	–	0.17%	65
2023 Q1	$455K	Hold	74,901	–	–	0.14%	71
2022 Q4	$345K	Hold	74,901	–	–	0.12%	76
2022 Q3	$366K	Hold	74,901	–	–	0.13%	77
2022 Q2	$395K	Hold	74,901	–	–	0.12%	74
2022 Q1	$708K	Hold	74,901	–	–	0.19%	59
2021 Q4	$1.18M	Hold	74,901	–	–	0.31%	47
2021 Q3	$1.19M	Buy	+74,901	New	+$1.17M	0.38%	43

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

M. Kulyk & Associates's SOFI Position: Q4 2024 in Review

M. Kulyk & Associates sold out of SoFi Technologies (SOFI) in Q4 2024, closing a stake of 74,901 shares — an estimated $589K sold.

M. Kulyk & Associates first reported a position in SOFI in Q3 2021 and held it in 13 quarters. The position peaked at $1.19M in Q3 2021. 705 funds tracked by Wall St. Rank hold SOFI as of Q4 2024.

M. Kulyk & Associates reported no remaining SoFi Technologies position as of Q4 2024 after selling out during the quarter.
M. Kulyk & Associates sold 74,901 SoFi Technologies shares in Q4 2024, an estimated $589K.
M. Kulyk & Associates first reported a position in SoFi Technologies in Q3 2021 and held it in 13 quarters.
M. Kulyk & Associates's SoFi Technologies position peaked at $1.19M in Q3 2021.
705 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2024.

Based on M. Kulyk & Associates's 13F filing for Q4 2024, filed 7 Feb 2025.