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Old Point Trust & Financial Services N A’s SoFi Technologies SOFI Stock Holding History

Old Point Trust & Financial Services N A’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
-500
Closed -$3.31K – 349
2024
Q2 		$3.31K Hold
500
– – ﹤0.01% 296
2024
Q1 		$3.65K Buy
+500
New +$3.97K ﹤0.01% 378

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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

Old Point Trust & Financial Services N A's SOFI Position: Q3 2024 in Review

Old Point Trust & Financial Services N A sold out of SoFi Technologies (SOFI) in Q3 2024, closing a stake of 500 shares — an estimated $3.31K sold.

Old Point Trust & Financial Services N A first reported a position in SOFI in Q1 2024 and held it in 2 quarters. The position peaked at $3.65K in Q1 2024. 625 funds tracked by Wall St. Rank hold SOFI as of Q3 2024.

  • Old Point Trust & Financial Services N A reported no remaining SoFi Technologies position as of Q3 2024 after selling out during the quarter.
  • Old Point Trust & Financial Services N A sold 500 SoFi Technologies shares in Q3 2024, an estimated $3.31K.
  • Old Point Trust & Financial Services N A first reported a position in SoFi Technologies in Q1 2024 and held it in 2 quarters.
  • Old Point Trust & Financial Services N A's SoFi Technologies position peaked at $3.65K in Q1 2024.
  • 625 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2024.

Based on Old Point Trust & Financial Services N A's 13F filing for Q3 2024, filed 8 Nov 2024.