Wagner Wealth Management (South Carolina)’s SoFi Technologies SOFI Stock Holding History

Wagner Wealth Management (South Carolina)’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	-10,000	Closed	-$73K	–	271
2024 Q1	$73K	Buy	+10,000	New	+$79.4K	0.02%	152
2022 Q4	–	Sell	-2,612	Closed	-$13K	–	631
2022 Q3	$13K	Hold	2,612	–	–	0.01%	395
2022 Q2	$14K	Buy	+2,612	New	+$17.7K	0.01%	393
2022 Q1	–	Sell	-2,273	Closed	-$36K	–	591
2021 Q4	$36K	Hold	2,273	–	–	0.03%	303
2021 Q3	$46K	Buy	2,273 +273	+14%	+$4.28K	0.04%	251
2021 Q2	$38K	Hold	2,000	–	–	0.03%	292
2021 Q1	$34K	Buy	+2,000	New	+$39.5K	0.03%	282

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

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

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 Oslo, Norway $1T AUM

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

Wagner Wealth Management (South Carolina)'s SOFI Position: Q2 2024 in Review

Wagner Wealth Management (South Carolina) sold out of SoFi Technologies (SOFI) in Q2 2024, closing a stake of 10,000 shares — an estimated $73K sold.

Wagner Wealth Management (South Carolina) first reported a position in SOFI in Q1 2021 and held it in 7 quarters. The position peaked at $73K in Q1 2024. 592 funds tracked by Wall St. Rank hold SOFI as of Q2 2024.

Wagner Wealth Management (South Carolina) reported no remaining SoFi Technologies position as of Q2 2024 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 10,000 SoFi Technologies shares in Q2 2024, an estimated $73K.
Wagner Wealth Management (South Carolina) first reported a position in SoFi Technologies in Q1 2021 and held it in 7 quarters.
Wagner Wealth Management (South Carolina)'s SoFi Technologies position peaked at $73K in Q1 2024.
592 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2024.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2024, filed 18 Jul 2024.