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
2023 Q1	–	Sell	-37,300	Closed	-$8.09K	–	3394
2022 Q4	$8.09K	Buy	37,300 +16,800	+82%	+$83.3K	﹤0.01%	3206
2022 Q3	$4K	Buy	20,500 +9,700	+90%	+$61.4K	﹤0.01%	3237
2022 Q2	$1K	Hold	10,800	–	–	﹤0.01%	3252
2022 Q1	$1K	Buy	10,800 +600	+6%	+$6.89K	﹤0.01%	3321
2021 Q4	$2K	Hold	10,200	–	–	﹤0.01%	3297
2021 Q3	$13K	Buy	+10,200	New	+$160K	﹤0.01%	3254

Other funds holding SOFI

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

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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 Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 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. 625 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.
625 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.