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MMBG Investment Advisors’s SoFi Technologies SOFI Stock Holding History

MMBG Investment Advisors’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
-54,015
Closed -$425K – 172
2024
Q3 		$425K Hold
54,015
– – 0.04% 130
2024
Q2 		$357K Buy
+54,015
New +$381K 0.04% 126
2023
Q3 		– Sell
-51,090
Closed -$453K – 156
2023
Q2 		$453K Sell
51,090
-69,190
-58% -$451K 0.06% 123
2023
Q1 		$730K Hold
120,280
– – 0.09% 97
2022
Q4 		$554K Hold
120,280
– – 0.07% 108
2022
Q3 		$587K Hold
120,280
– – 0.08% 106
2022
Q2 		$634K Hold
120,280
– – 0.08% 105
2022
Q1 		$1.14M Buy
120,280
+93,130
+343% +$1.07M 0.12% 86
2021
Q4 		$429K Buy
+27,150
New +$498K 0.04% 130

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
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MMBG Investment Advisors's SOFI Position: Q4 2024 in Review

MMBG Investment Advisors sold out of SoFi Technologies (SOFI) in Q4 2024, closing a stake of 54,015 shares — an estimated $425K sold.

MMBG Investment Advisors first reported a position in SOFI in Q4 2021 and held it in 9 quarters. The position peaked at $1.14M in Q1 2022. 705 funds tracked by Wall St. Rank hold SOFI as of Q4 2024.

  • MMBG Investment Advisors reported no remaining SoFi Technologies position as of Q4 2024 after selling out during the quarter.
  • MMBG Investment Advisors sold 54,015 SoFi Technologies shares in Q4 2024, an estimated $425K.
  • MMBG Investment Advisors first reported a position in SoFi Technologies in Q4 2021 and held it in 9 quarters.
  • MMBG Investment Advisors's SoFi Technologies position peaked at $1.14M in Q1 2022.
  • 705 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2024.

Based on MMBG Investment Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.