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Tennessee Valley Asset Management Partners’s SoFi Technologies SOFI Stock Holding History

Tennessee Valley Asset Management Partners’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
-1,100
Closed -$10.9K – 651
2023
Q4 		$10.9K Buy
+1,100
New +$8.74K ﹤0.01% 443

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SLG
Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Tennessee Valley Asset Management Partners's SOFI Position: Q1 2024 in Review

Tennessee Valley Asset Management Partners sold out of SoFi Technologies (SOFI) in Q1 2024, closing a stake of 1,100 shares — an estimated $10.9K sold.

Tennessee Valley Asset Management Partners first reported a position in SOFI in Q4 2023 and held it in 1 quarter. The position peaked at $10.9K in Q4 2023. 603 funds tracked by Wall St. Rank hold SOFI as of Q1 2024.

  • Tennessee Valley Asset Management Partners reported no remaining SoFi Technologies position as of Q1 2024 after selling out during the quarter.
  • Tennessee Valley Asset Management Partners sold 1,100 SoFi Technologies shares in Q1 2024, an estimated $10.9K.
  • Tennessee Valley Asset Management Partners first reported a position in SoFi Technologies in Q4 2023 and held it in 1 quarter.
  • Tennessee Valley Asset Management Partners's SoFi Technologies position peaked at $10.9K in Q4 2023.
  • 603 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2024.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q1 2024, filed 23 Apr 2024.