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Refined Wealth Management’s SoFi Technologies SOFI Stock Holding History

Refined Wealth Management’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 		– Sell
-23,031
Closed -$152K – 28
2024
Q2 		$152K Buy
+23,031
New +$162K 0.12% 25

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

Refined Wealth Management's SOFI Position: Q3 2024 in Review

Refined Wealth Management sold out of SoFi Technologies (SOFI) in Q3 2024, closing a stake of 23,031 shares — an estimated $152K sold.

Refined Wealth Management first reported a position in SOFI in Q2 2024 and held it in 1 quarter. The position peaked at $152K in Q2 2024. 624 funds tracked by Wall St. Rank hold SOFI as of Q3 2024.

  • Refined Wealth Management reported no remaining SoFi Technologies position as of Q3 2024 after selling out during the quarter.
  • Refined Wealth Management sold 23,031 SoFi Technologies shares in Q3 2024, an estimated $152K.
  • Refined Wealth Management first reported a position in SoFi Technologies in Q2 2024 and held it in 1 quarter.
  • Refined Wealth Management's SoFi Technologies position peaked at $152K in Q2 2024.
  • 624 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2024.

Based on Refined Wealth Management's 13F filing for Q3 2024, filed 18 Oct 2024.