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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
2023
Q1 		– Sell
-66,000
Closed -$16.4K – 4057
2022
Q4 		$16.4K Buy
+66,000
New +$327K ﹤0.01% 3813
2021
Q4 		– Sell
-72,300
Closed -$97K – 4275
2021
Q3 		$97K Buy
+72,300
New +$1.13M ﹤0.01% 3833

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 $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 $3.37T AUM 44.26% 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

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.