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MidWestOne Financial Group’s SoFi Technologies SOFI Stock Holding History

MidWestOne Financial Group’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
-15,100
Closed -$99.8K – 301
2024
Q2 		$99.8K Buy
15,100
+126
+0.8% +$888 0.02% 286
2024
Q1 		$109K Buy
14,974
+1,572
+12% +$12.5K 0.02% 289
2023
Q4 		$133K Buy
13,402
+248
+2% +$1.97K 0.03% 280
2023
Q3 		$105K Buy
+13,154
New +$116K 0.02% 266

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

MidWestOne Financial Group's SOFI Position: Q3 2024 in Review

MidWestOne Financial Group sold out of SoFi Technologies (SOFI) in Q3 2024, closing a stake of 15,100 shares — an estimated $99.8K sold.

MidWestOne Financial Group first reported a position in SOFI in Q3 2023 and held it in 4 quarters. The position peaked at $133K in Q4 2023. 625 funds tracked by Wall St. Rank hold SOFI as of Q3 2024.

  • MidWestOne Financial Group reported no remaining SoFi Technologies position as of Q3 2024 after selling out during the quarter.
  • MidWestOne Financial Group sold 15,100 SoFi Technologies shares in Q3 2024, an estimated $99.8K.
  • MidWestOne Financial Group first reported a position in SoFi Technologies in Q3 2023 and held it in 4 quarters.
  • MidWestOne Financial Group's SoFi Technologies position peaked at $133K in Q4 2023.
  • 625 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2024.

Based on MidWestOne Financial Group's 13F filing for Q3 2024, filed 15 Nov 2024.