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 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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Resolute Advisors's SOFI Position: Q1 2024 in Review

Resolute Advisors sold out of SoFi Technologies (SOFI) in Q1 2024, closing a stake of 19,827 shares — an estimated $197K sold.

Resolute Advisors first reported a position in SOFI in Q2 2021 and held it in 11 quarters. The position peaked at $342K in Q3 2021. 602 funds tracked by Wall St. Rank hold SOFI as of Q1 2024.

Resolute Advisors reported no remaining SoFi Technologies position as of Q1 2024 after selling out during the quarter.
Resolute Advisors sold 19,827 SoFi Technologies shares in Q1 2024, an estimated $197K.
Resolute Advisors first reported a position in SoFi Technologies in Q2 2021 and held it in 11 quarters.
Resolute Advisors's SoFi Technologies position peaked at $342K in Q3 2021.
602 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2024.

Based on Resolute Advisors's 13F filing for Q1 2024, filed 10 May 2024.