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Raymond James Trust’s SoFi Technologies SOFI Stock Holding History

Raymond James Trust’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 		$104K Sell
13,250
-1,155
-8% -$8.39K ﹤0.01% 1286
2024
Q2 		$95.2K Buy
+14,405
New +$102K ﹤0.01% 1230

Other funds holding SOFI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 Trust's SOFI Position: Q3 2024 in Review

Raymond James Trust reduced its SoFi Technologies (SOFI) stake by 8% in Q3 2024, selling an estimated $8.39K and leaving 13,250 shares worth $104K. The position accounts for ﹤0.01% of the portfolio, ranked #1286.

Raymond James Trust first reported a position in SOFI in Q2 2024 and has held it in 2 quarters since. 624 funds tracked by Wall St. Rank hold SOFI as of Q3 2024.

  • Raymond James Trust held 13,250 shares of SoFi Technologies worth $104K as of Q3 2024.
  • Raymond James Trust sold 1,155 SoFi Technologies shares in Q3 2024, an estimated $8.39K.
  • SoFi Technologies made up ﹤0.01% of Raymond James Trust's portfolio in Q3 2024, its #1286 holding.
  • Raymond James Trust first reported a position in SoFi Technologies in Q2 2024 and has held it in 2 quarters since.
  • 624 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2024.

Based on Raymond James Trust's 13F filing for Q3 2024, filed 12 Nov 2024.