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Wealth Effects’s SoFi Technologies SOFI Stock Holding History

Wealth Effects’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
Q1 		– Sell
-10,300
Closed -$102K – 230
2023
Q4 		$102K Buy
+10,300
New +$81.9K 0.04% 217
2022
Q1 		– Sell
-25,165
Closed -$398K – 220
2021
Q4 		$398K Buy
+25,165
New +$462K 0.17% 121

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 $3.37T AUM 44.26% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Wealth Effects's SOFI Position: Q1 2024 in Review

Wealth Effects sold out of SoFi Technologies (SOFI) in Q1 2024, closing a stake of 10,300 shares — an estimated $102K sold.

Wealth Effects first reported a position in SOFI in Q4 2021 and held it in 2 quarters. The position peaked at $398K in Q4 2021. 602 funds tracked by Wall St. Rank hold SOFI as of Q1 2024.

  • Wealth Effects reported no remaining SoFi Technologies position as of Q1 2024 after selling out during the quarter.
  • Wealth Effects sold 10,300 SoFi Technologies shares in Q1 2024, an estimated $102K.
  • Wealth Effects first reported a position in SoFi Technologies in Q4 2021 and held it in 2 quarters.
  • Wealth Effects's SoFi Technologies position peaked at $398K in Q4 2021.
  • 602 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2024.

Based on Wealth Effects's 13F filing for Q1 2024, filed 22 Apr 2024.