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Northwest Investment Counselors’s SoFi Technologies SOFI Stock Holding History

Northwest Investment Counselors’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 		$9.43K Buy
+1,200
New +$8.72K ﹤0.01% 435

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

Northwest Investment Counselors's SOFI Position: Q3 2024 in Review

Northwest Investment Counselors opened a new position in SoFi Technologies (SOFI) in Q3 2024: 1,200 shares worth $9.43K. The stake represents ﹤0.01% of the portfolio and ranks #435 among its holdings.

624 funds tracked by Wall St. Rank hold SOFI as of Q3 2024.

  • Northwest Investment Counselors held 1,200 shares of SoFi Technologies worth $9.43K as of Q3 2024.
  • SoFi Technologies was a new Northwest Investment Counselors position in Q3 2024.
  • SoFi Technologies made up ﹤0.01% of Northwest Investment Counselors's portfolio in Q3 2024, its #435 holding.
  • 624 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2024.

Based on Northwest Investment Counselors's 13F filing for Q3 2024, filed 21 Oct 2024.