The Family Firm’s SoFi Technologies SOFI Stock Holding History

The Family Firm’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	-24	Closed	-$159	–	746
2024 Q2	$159	Buy	+24	New	+$169	﹤0.01%	879

Other funds holding SOFI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

The Family Firm's SOFI Position: Q3 2024 in Review

The Family Firm sold out of SoFi Technologies (SOFI) in Q3 2024, closing a stake of 24 shares — an estimated $159 sold.

The Family Firm first reported a position in SOFI in Q2 2024 and held it in 1 quarter. The position peaked at $159 in Q2 2024. 624 funds tracked by Wall St. Rank hold SOFI as of Q3 2024.

The Family Firm reported no remaining SoFi Technologies position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 24 SoFi Technologies shares in Q3 2024, an estimated $159.
The Family Firm first reported a position in SoFi Technologies in Q2 2024 and held it in 1 quarter.
The Family Firm's SoFi Technologies position peaked at $159 in Q2 2024.
624 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.