VisionPoint Advisory Group’s SoFi Technologies SOFI Stock Holding History

VisionPoint Advisory Group’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	-1,000	Closed	-$6.61K	–	695
2024 Q2	$6.61K	Hold	1,000	–	–	﹤0.01%	526
2024 Q1	$7.3K	Hold	1,000	–	–	﹤0.01%	492
2023 Q4	$9.95K	Hold	1,000	–	–	﹤0.01%	421
2023 Q3	$7.99K	Buy	+1,000	New	+$8.79K	﹤0.01%	462

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

VisionPoint Advisory Group's SOFI Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of SoFi Technologies (SOFI) in Q3 2024, closing a stake of 1,000 shares — an estimated $6.61K sold.

VisionPoint Advisory Group first reported a position in SOFI in Q3 2023 and held it in 4 quarters. The position peaked at $9.95K in Q4 2023. 625 funds tracked by Wall St. Rank hold SOFI as of Q3 2024.

VisionPoint Advisory Group reported no remaining SoFi Technologies position as of Q3 2024 after selling out during the quarter.
VisionPoint Advisory Group sold 1,000 SoFi Technologies shares in Q3 2024, an estimated $6.61K.
VisionPoint Advisory Group first reported a position in SoFi Technologies in Q3 2023 and held it in 4 quarters.
VisionPoint Advisory Group's SoFi Technologies position peaked at $9.95K in Q4 2023.
625 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.