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Retirement Group’s SoFi Technologies SOFI Stock Holding History

Retirement Group’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 		$7.99K Buy
1,095
+100
+10% +$794 ﹤0.01% 500
2023
Q4 		$9.9K Hold
995
– – ﹤0.01% 451
2023
Q3 		$7.95K Buy
995
+200
+25% +$1.76K ﹤0.01% 437
2023
Q2 		$6.63K Buy
795
+45
+6% +$293 ﹤0.01% 473
2023
Q1 		$5K Buy
750
+550
+275% +$3.33K ﹤0.01% 499
2022
Q4 		$1K Buy
+200
New +$992 ﹤0.01% 599

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
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 $618B 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

Retirement Group's SOFI Position: Q1 2024 in Review

Retirement Group increased its SoFi Technologies (SOFI) stake by 10% in Q1 2024, buying an estimated $794 and bringing the position to 1,095 shares worth $7.99K. The position accounts for ﹤0.01% of the portfolio, ranked #500.

Retirement Group first reported a position in SOFI in Q4 2022 and has held it in 6 quarters since. The position peaked at $9.9K in Q4 2023. 602 funds tracked by Wall St. Rank hold SOFI as of Q1 2024.

  • Retirement Group held 1,095 shares of SoFi Technologies worth $7.99K as of Q1 2024.
  • Retirement Group bought 100 SoFi Technologies shares in Q1 2024, an estimated $794.
  • SoFi Technologies made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #500 holding.
  • Retirement Group first reported a position in SoFi Technologies in Q4 2022 and has held it in 6 quarters since.
  • Retirement Group's SoFi Technologies position peaked at $9.9K in Q4 2023.
  • 602 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.