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Raymond James & Associates’s SoFi Technologies SOFI Stock Holding History

Raymond James & Associates’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 		$4.18M Buy
531,363
+11,062
+2% +$80.4K ﹤0.01% 1772
2024
Q2 		$3.44M Buy
520,301
+115,639
+29% +$815K ﹤0.01% 1837
2024
Q1 		$2.95M Buy
404,662
+105,012
+35% +$834K ﹤0.01% 1922
2023
Q4 		$2.98M Buy
299,650
+32,345
+12% +$257K ﹤0.01% 1849
2023
Q3 		$2.14M Sell
267,305
-83,152
-24% -$731K ﹤0.01% 1982
2023
Q2 		$2.92M Sell
350,457
-31,616
-8% -$206K ﹤0.01% 1830
2023
Q1 		$2.32M Sell
382,073
-30,390
-7% -$184K ﹤0.01% 1943
2022
Q4 		$1.9M Sell
412,463
-544,000
-57% -$2.7M ﹤0.01% 2013
2022
Q3 		$4.67M Sell
956,463
-64,595
-6% -$409K ﹤0.01% 1420
2022
Q2 		$5.38M Buy
1,021,058
+86,759
+9% +$586K 0.01% 1355
2022
Q1 		$8.83M Buy
934,299
+161,398
+21% +$1.85M 0.01% 1137
2021
Q4 		$12.2M Buy
772,901
+189,030
+32% +$3.47M 0.01% 984
2021
Q3 		$9.27M Buy
583,871
+493,963
+549% +$7.74M 0.01% 1098
2021
Q2 		$1.72M Buy
89,908
+43,787
+95% +$812K ﹤0.01% 2204
2021
Q1 		$791K Buy
+46,121
New +$911K ﹤0.01% 2668

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
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

Raymond James & Associates's SOFI Position: Q3 2024 in Review

Raymond James & Associates increased its SoFi Technologies (SOFI) stake by 2.1% in Q3 2024, buying an estimated $80.4K and bringing the position to 531,363 shares worth $4.18M. The position accounts for ﹤0.01% of the portfolio, ranked #1772.

Raymond James & Associates first reported a position in SOFI in Q1 2021 and has held it in 15 quarters since. The position peaked at $12.2M in Q4 2021. 624 funds tracked by Wall St. Rank hold SOFI as of Q3 2024.

  • Raymond James & Associates held 531,363 shares of SoFi Technologies worth $4.18M as of Q3 2024.
  • Raymond James & Associates bought 11,062 SoFi Technologies shares in Q3 2024, an estimated $80.4K.
  • SoFi Technologies made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #1772 holding.
  • Raymond James & Associates first reported a position in SoFi Technologies in Q1 2021 and has held it in 15 quarters since.
  • Raymond James & Associates's SoFi Technologies position peaked at $12.2M in Q4 2021.
  • 624 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.