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SYSTM Wealth Solutions’s SoFi Technologies SOFI Stock Holding History

SYSTM Wealth Solutions’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
-848
Closed -$5.61K – 544
2024
Q2 		$5.61K Hold
848
– – ﹤0.01% 554
2024
Q1 		$6.19K Buy
+848
New +$6.74K ﹤0.01% 820

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

SYSTM Wealth Solutions's SOFI Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of SoFi Technologies (SOFI) in Q3 2024, closing a stake of 848 shares — an estimated $5.61K sold.

SYSTM Wealth Solutions first reported a position in SOFI in Q1 2024 and held it in 2 quarters. The position peaked at $6.19K in Q1 2024. 624 funds tracked by Wall St. Rank hold SOFI as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining SoFi Technologies position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 848 SoFi Technologies shares in Q3 2024, an estimated $5.61K.
  • SYSTM Wealth Solutions first reported a position in SoFi Technologies in Q1 2024 and held it in 2 quarters.
  • SYSTM Wealth Solutions's SoFi Technologies position peaked at $6.19K in Q1 2024.
  • 624 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.