WIA
SOFI icon

Wetzel Investment Advisors’s SoFi Technologies SOFI Stock Holding History

Wetzel Investment Advisors’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
Q3 		– Sell
-10
Closed -$73 – 771
2024
Q2 		$73 Hold
10
– – ﹤0.01% 930
2024
Q1 		$71 Hold
10
– – ﹤0.01% 1033
2023
Q4 		$0 Buy
+10
New +$79 ﹤0.01% 1041

Other funds holding SOFI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Wetzel Investment Advisors's SOFI Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of SoFi Technologies (SOFI) in Q3 2024, closing a stake of 10 shares — an estimated $73 sold.

Wetzel Investment Advisors first reported a position in SOFI in Q4 2023 and held it in 3 quarters. The position peaked at $73 in Q2 2024. 624 funds tracked by Wall St. Rank hold SOFI as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining SoFi Technologies position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 10 SoFi Technologies shares in Q3 2024, an estimated $73.
  • Wetzel Investment Advisors first reported a position in SoFi Technologies in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's SoFi Technologies position peaked at $73 in Q2 2024.
  • 624 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.