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Unique Wealth Strategies’s SoFi Technologies SOFI Stock Holding History

Unique Wealth Strategies’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
-1,500
Closed -$10.9K – 597
2024
Q2 		$10.9K Buy
+1,500
New +$10.6K 0.01% 309

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

Unique Wealth Strategies's SOFI Position: Q3 2024 in Review

Unique Wealth Strategies sold out of SoFi Technologies (SOFI) in Q3 2024, closing a stake of 1,500 shares — an estimated $10.9K sold.

Unique Wealth Strategies first reported a position in SOFI in Q2 2024 and held it in 1 quarter. The position peaked at $10.9K in Q2 2024. 624 funds tracked by Wall St. Rank hold SOFI as of Q3 2024.

  • Unique Wealth Strategies reported no remaining SoFi Technologies position as of Q3 2024 after selling out during the quarter.
  • Unique Wealth Strategies sold 1,500 SoFi Technologies shares in Q3 2024, an estimated $10.9K.
  • Unique Wealth Strategies first reported a position in SoFi Technologies in Q2 2024 and held it in 1 quarter.
  • Unique Wealth Strategies's SoFi Technologies position peaked at $10.9K in Q2 2024.
  • 624 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.