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Voisard Asset Management Group’s SoFi Technologies SOFI Stock Holding History

Voisard Asset Management 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
Q2 		– Sell
-150
Closed -$1.09K – 420
2024
Q1 		$1.09K Hold
150
– – ﹤0.01% 328
2023
Q4 		$1.49K Buy
+150
New +$1.19K ﹤0.01% 339

Other funds holding SOFI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Voisard Asset Management Group's SOFI Position: Q2 2024 in Review

Voisard Asset Management Group sold out of SoFi Technologies (SOFI) in Q2 2024, closing a stake of 150 shares — an estimated $1.09K sold.

Voisard Asset Management Group first reported a position in SOFI in Q4 2023 and held it in 2 quarters. The position peaked at $1.49K in Q4 2023. 592 funds tracked by Wall St. Rank hold SOFI as of Q2 2024.

  • Voisard Asset Management Group reported no remaining SoFi Technologies position as of Q2 2024 after selling out during the quarter.
  • Voisard Asset Management Group sold 150 SoFi Technologies shares in Q2 2024, an estimated $1.09K.
  • Voisard Asset Management Group first reported a position in SoFi Technologies in Q4 2023 and held it in 2 quarters.
  • Voisard Asset Management Group's SoFi Technologies position peaked at $1.49K in Q4 2023.
  • 592 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2024.

Based on Voisard Asset Management Group's 13F filing for Q2 2024, filed 15 Jul 2024.