RA
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Resolute Advisors’s SoFi Technologies SOFI Stock Holding History

Resolute 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
Q1 		– Sell
-19,827
Closed -$197K – 70
2023
Q4 		$197K Hold
19,827
– – 0.03% 55
2023
Q3 		$158K Hold
19,827
– – 0.02% 54
2023
Q2 		$165K Hold
19,827
– – 0.02% 57
2023
Q1 		$120K Hold
19,827
– – 0.01% 56
2022
Q4 		$91.4K Hold
19,827
– – 0.01% 53
2022
Q3 		$97K Hold
19,827
– – 0.01% 64
2022
Q2 		$104K Hold
19,827
– – 0.01% 63
2022
Q1 		$187K Sell
19,827
-1,713
-8% -$19.7K 0.01% 57
2021
Q4 		$341K Hold
21,540
– – 0.01% 53
2021
Q3 		$342K Buy
21,540
+19,827
+1,157% +$311K 0.05% 53
2021
Q2 		$0 Buy
+1,713
New +$31.8K ﹤0.01% 503

Other funds holding SOFI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return