NRD
SOFI icon

Nebula Research & Development’s SoFi Technologies SOFI Stock Holding History

Nebula Research & Development’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
-12,686
Closed -$92.6K – 1028
2024
Q1 		$92.6K Sell
12,686
-25,335
-67% -$201K 0.02% 693
2023
Q4 		$378K Buy
+38,021
New +$302K 0.11% 347

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
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
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
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

Nebula Research & Development's SOFI Position: Q2 2024 in Review

Nebula Research & Development sold out of SoFi Technologies (SOFI) in Q2 2024, closing a stake of 12,686 shares — an estimated $92.6K sold.

Nebula Research & Development first reported a position in SOFI in Q4 2023 and held it in 2 quarters. The position peaked at $378K in Q4 2023. 591 funds tracked by Wall St. Rank hold SOFI as of Q2 2024.

  • Nebula Research & Development reported no remaining SoFi Technologies position as of Q2 2024 after selling out during the quarter.
  • Nebula Research & Development sold 12,686 SoFi Technologies shares in Q2 2024, an estimated $92.6K.
  • Nebula Research & Development first reported a position in SoFi Technologies in Q4 2023 and held it in 2 quarters.
  • Nebula Research & Development's SoFi Technologies position peaked at $378K in Q4 2023.
  • 591 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2024.

Based on Nebula Research & Development's 13F filing for Q2 2024, filed 14 Aug 2024.