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Raymond James Financial Services Advisors’s SoFi Technologies SOFI Stock Holding History

Raymond James Financial Services Advisors’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 		$2.58M Sell
328,370
-11,993
-4% -$87.2K ﹤0.01% 1594
2024
Q2 		$2.25M Sell
340,363
-14,345
-4% -$101K ﹤0.01% 1593
2024
Q1 		$2.59M Sell
354,708
-196,626
-36% -$1.56M ﹤0.01% 1508
2023
Q4 		$5.49M Buy
551,334
+19,457
+4% +$155K 0.01% 1040
2023
Q3 		$4.25M Sell
531,877
-48,600
-8% -$427K 0.01% 1097
2023
Q2 		$4.84M Sell
580,477
-59,611
-9% -$389K 0.01% 1026
2023
Q1 		$3.89M Sell
640,088
-57,484
-8% -$349K 0.01% 1117
2022
Q4 		$3.22M Sell
697,572
-176,395
-20% -$875K 0.01% 1193
2022
Q3 		$4.26M Buy
873,967
+55,918
+7% +$354K 0.01% 994
2022
Q2 		$4.31M Buy
818,049
+146,908
+22% +$993K 0.01% 994
2022
Q1 		$6.34M Buy
671,141
+231,686
+53% +$2.66M 0.01% 886
2021
Q4 		$6.95M Buy
439,455
+134,237
+44% +$2.46M 0.01% 844
2021
Q3 		$4.85M Buy
305,218
+200,282
+191% +$3.14M 0.01% 991
2021
Q2 		$2.01M Buy
104,936
+10,357
+11% +$192K ﹤0.01% 1460
2021
Q1 		$1.62M Buy
94,579
+54,540
+136% +$1.08M ﹤0.01% 1522
2020
Q4 		$494K Buy
+40,039
New +$452K ﹤0.01% 2150

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 Financial Services Advisors's SOFI Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its SoFi Technologies (SOFI) stake by 3.5% in Q3 2024, selling an estimated $87.2K and leaving 328,370 shares worth $2.58M. The position accounts for ﹤0.01% of the portfolio, ranked #1594.

Raymond James Financial Services Advisors first reported a position in SOFI in Q4 2020 and has held it in 16 quarters since. The position peaked at $6.95M in Q4 2021. 624 funds tracked by Wall St. Rank hold SOFI as of Q3 2024.

  • Raymond James Financial Services Advisors held 328,370 shares of SoFi Technologies worth $2.58M as of Q3 2024.
  • Raymond James Financial Services Advisors sold 11,993 SoFi Technologies shares in Q3 2024, an estimated $87.2K.
  • SoFi Technologies made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1594 holding.
  • Raymond James Financial Services Advisors first reported a position in SoFi Technologies in Q4 2020 and has held it in 16 quarters since.
  • Raymond James Financial Services Advisors's SoFi Technologies position peaked at $6.95M in Q4 2021.
  • 624 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.