WWS
SOFI icon

Wellington Wealth Strategies’s SoFi Technologies SOFI Stock Holding History

Wellington Wealth Strategies’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
-25,208
Closed -$282K – 88
2024
Q3 		$282K Buy
+25,208
New +$183K 0.21% 60
2024
Q2 		– Sell
-27,728
Closed -$202K – 157
2024
Q1 		$202K Sell
27,728
-17,320
-38% -$138K 0.09% 139
2023
Q4 		$448K Buy
+45,048
New +$358K 0.38% 48
2020
Q4 		$448K Buy
+45,048
New +$509K 0.38% 49

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

Wellington Wealth Strategies's SOFI Position: Q4 2024 in Review

Wellington Wealth Strategies sold out of SoFi Technologies (SOFI) in Q4 2024, closing a stake of 25,208 shares — an estimated $282K sold.

Wellington Wealth Strategies first reported a position in SOFI in Q4 2020 and held it in 4 quarters. The position peaked at $448K in Q4 2023. 705 funds tracked by Wall St. Rank hold SOFI as of Q4 2024.

  • Wellington Wealth Strategies reported no remaining SoFi Technologies position as of Q4 2024 after selling out during the quarter.
  • Wellington Wealth Strategies sold 25,208 SoFi Technologies shares in Q4 2024, an estimated $282K.
  • Wellington Wealth Strategies first reported a position in SoFi Technologies in Q4 2020 and held it in 4 quarters.
  • Wellington Wealth Strategies's SoFi Technologies position peaked at $448K in Q4 2023.
  • 705 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2024.

Based on Wellington Wealth Strategies's 13F filing for Q4 2024, filed 14 Feb 2025.