VitalStone Financial’s SoFi Technologies SOFI Stock Holding History

VitalStone Financial’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	$484K	Sell	61,536 -6,711	-10%	-$48.8K	0.33%	63
2024 Q2	$451K	Buy	68,247 +7,541	+12%	+$53.2K	0.33%	62
2024 Q1	$443K	Sell	60,706 -17,192	-22%	-$137K	0.34%	53
2023 Q4	$775K	Sell	77,898 -14,552	-16%	-$116K	0.62%	31
2023 Q3	$642K	Buy	92,450 +50,155	+119%	+$441K	0.54%	34
2023 Q2	$252K	Buy	42,295 +36,434	+622%	+$238K	0.14%	82
2023 Q1	$93K	Sell	5,861 -36,734	-86%	-$223K	0.08%	85
2022 Q4	$190K	Buy	+42,595	New	+$211K	0.13%	59

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

VitalStone Financial's SOFI Position: Q3 2024 in Review

VitalStone Financial reduced its SoFi Technologies (SOFI) stake by 9.8% in Q3 2024, selling an estimated $48.8K and leaving 61,536 shares worth $484K. The position accounts for 0.33% of the portfolio, ranked #63.

VitalStone Financial first reported a position in SOFI in Q4 2022 and has held it in 8 quarters since. The position peaked at $775K in Q4 2023. 624 funds tracked by Wall St. Rank hold SOFI as of Q3 2024.

VitalStone Financial held 61,536 shares of SoFi Technologies worth $484K as of Q3 2024.
VitalStone Financial sold 6,711 SoFi Technologies shares in Q3 2024, an estimated $48.8K.
SoFi Technologies made up 0.33% of VitalStone Financial's portfolio in Q3 2024, its #63 holding.
VitalStone Financial first reported a position in SoFi Technologies in Q4 2022 and has held it in 8 quarters since.
VitalStone Financial's SoFi Technologies position peaked at $775K in Q4 2023.
624 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.