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Peterson Wealth Services’s SoFi Technologies SOFI Stock Holding History

Peterson Wealth Services’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
2025
Q1 		– Sell
-54
Closed -$832 – 226
2024
Q4 		$832 Buy
+54
New +$701 ﹤0.01% 211

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D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Peterson Wealth Services's SOFI Position: Q1 2025 in Review

Peterson Wealth Services sold out of SoFi Technologies (SOFI) in Q1 2025, closing a stake of 54 shares — an estimated $832 sold.

Peterson Wealth Services first reported a position in SOFI in Q4 2024 and held it in 1 quarter. The position peaked at $832 in Q4 2024. 715 funds tracked by Wall St. Rank hold SOFI as of Q1 2025.

  • Peterson Wealth Services reported no remaining SoFi Technologies position as of Q1 2025 after selling out during the quarter.
  • Peterson Wealth Services sold 54 SoFi Technologies shares in Q1 2025, an estimated $832.
  • Peterson Wealth Services first reported a position in SoFi Technologies in Q4 2024 and held it in 1 quarter.
  • Peterson Wealth Services's SoFi Technologies position peaked at $832 in Q4 2024.
  • 715 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2025.

Based on Peterson Wealth Services's 13F filing for Q1 2025, filed 5 May 2025.