Watts Gwilliam & Co’s SoFi Technologies SOFI Stock Holding History

Watts Gwilliam & Co’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	-15,247	Closed	-$128K	–	225
2024 Q3	$128K	Buy	+15,247	New	+$111K	0.03%	198
2024 Q1	$125K	Buy	+16,697	New	+$133K	0.04%	172

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Watts Gwilliam & Co's SOFI Position: Q4 2024 in Review

Watts Gwilliam & Co sold out of SoFi Technologies (SOFI) in Q4 2024, closing a stake of 15,247 shares — an estimated $128K sold.

Watts Gwilliam & Co first reported a position in SOFI in Q1 2024 and held it in 2 quarters. The position peaked at $128K in Q3 2024. 705 funds tracked by Wall St. Rank hold SOFI as of Q4 2024.

Watts Gwilliam & Co reported no remaining SoFi Technologies position as of Q4 2024 after selling out during the quarter.
Watts Gwilliam & Co sold 15,247 SoFi Technologies shares in Q4 2024, an estimated $128K.
Watts Gwilliam & Co first reported a position in SoFi Technologies in Q1 2024 and held it in 2 quarters.
Watts Gwilliam & Co's SoFi Technologies position peaked at $128K in Q3 2024.
705 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2024.

Based on Watts Gwilliam & Co's 13F filing for Q4 2024, filed 10 Jan 2025.