TFO Wealth Partners’s SoFi Technologies SOFI Stock Holding History

TFO Wealth 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	-46	Closed	-$458	–	908
2023 Q4	$458	Hold	46	–	–	﹤0.01%	353
2023 Q3	$384	Buy	+46	New	+$405	﹤0.01%	542

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 $3.38T 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 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

TFO Wealth Partners's SOFI Position: Q1 2024 in Review

TFO Wealth Partners sold out of SoFi Technologies (SOFI) in Q1 2024, closing a stake of 46 shares — an estimated $458 sold.

TFO Wealth Partners first reported a position in SOFI in Q3 2023 and held it in 2 quarters. The position peaked at $458 in Q4 2023. 603 funds tracked by Wall St. Rank hold SOFI as of Q1 2024.

TFO Wealth Partners reported no remaining SoFi Technologies position as of Q1 2024 after selling out during the quarter.
TFO Wealth Partners sold 46 SoFi Technologies shares in Q1 2024, an estimated $458.
TFO Wealth Partners first reported a position in SoFi Technologies in Q3 2023 and held it in 2 quarters.
TFO Wealth Partners's SoFi Technologies position peaked at $458 in Q4 2023.
603 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2024.

Based on TFO Wealth Partners's 13F filing for Q1 2024, filed 14 May 2024.