Planning Capital Management Corporation’s SoFi Technologies SOFI Stock Holding History

Planning Capital Management Corporation’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	$7.47K	Buy	+950	New	+$6.91K	﹤0.01%	475

Other funds holding SOFI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Planning Capital Management Corporation's SOFI Position: Q3 2024 in Review

Planning Capital Management Corporation opened a new position in SoFi Technologies (SOFI) in Q3 2024: 950 shares worth $7.47K. The stake represents ﹤0.01% of the portfolio and ranks #475 among its holdings.

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

Planning Capital Management Corporation held 950 shares of SoFi Technologies worth $7.47K as of Q3 2024.
SoFi Technologies was a new Planning Capital Management Corporation position in Q3 2024.
SoFi Technologies made up ﹤0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #475 holding.
624 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.