WPW
SOFI icon

Waldron Private Wealth’s SoFi Technologies SOFI Stock Holding History

Waldron Private Wealth’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
Q4 		– Sell
-4,947
Closed -$38.9K – 466
2024
Q3 		$38.9K Buy
+4,947
New +$36K ﹤0.01% 446
2024
Q2 		– Sell
-18,798
Closed -$137K – 440
2024
Q1 		$137K Buy
+18,798
New +$149K 0.01% 409

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
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Waldron Private Wealth's SOFI Position: Q4 2024 in Review

Waldron Private Wealth sold out of SoFi Technologies (SOFI) in Q4 2024, closing a stake of 4,947 shares — an estimated $38.9K sold.

Waldron Private Wealth first reported a position in SOFI in Q1 2024 and held it in 2 quarters. The position peaked at $137K in Q1 2024. 705 funds tracked by Wall St. Rank hold SOFI as of Q4 2024.

  • Waldron Private Wealth reported no remaining SoFi Technologies position as of Q4 2024 after selling out during the quarter.
  • Waldron Private Wealth sold 4,947 SoFi Technologies shares in Q4 2024, an estimated $38.9K.
  • Waldron Private Wealth first reported a position in SoFi Technologies in Q1 2024 and held it in 2 quarters.
  • Waldron Private Wealth's SoFi Technologies position peaked at $137K in Q1 2024.
  • 705 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2024.

Based on Waldron Private Wealth's 13F filing for Q4 2024, filed 24 Jan 2025.