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Sanctuary Wealth Management’s SoFi Technologies SOFI Stock Holding History

Sanctuary 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
Q4 		$1.57K Buy
102
+43
+73% +$559 ﹤0.01% 243
2024
Q3 		$464 Buy
+59
New +$429 ﹤0.01% 266

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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sanctuary Wealth Management's SOFI Position: Q4 2024 in Review

Sanctuary Wealth Management increased its SoFi Technologies (SOFI) stake by 73% in Q4 2024, buying an estimated $559 and bringing the position to 102 shares worth $1.57K. The position accounts for ﹤0.01% of the portfolio, ranked #243.

Sanctuary Wealth Management first reported a position in SOFI in Q3 2024 and has held it in 2 quarters since. 705 funds tracked by Wall St. Rank hold SOFI as of Q4 2024.

  • Sanctuary Wealth Management held 102 shares of SoFi Technologies worth $1.57K as of Q4 2024.
  • Sanctuary Wealth Management bought 43 SoFi Technologies shares in Q4 2024, an estimated $559.
  • SoFi Technologies made up ﹤0.01% of Sanctuary Wealth Management's portfolio in Q4 2024, its #243 holding.
  • Sanctuary Wealth Management first reported a position in SoFi Technologies in Q3 2024 and has held it in 2 quarters since.
  • 705 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.