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Wiser Advisor Group’s SoFi Technologies SOFI Stock Holding History

Wiser Advisor Group’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
-293
Closed -$1.94K – 288
2024
Q2 		$1.94K Sell
293
-297
-50% -$2.09K ﹤0.01% 263
2024
Q1 		$4.31K Hold
590
– – 0.01% 227
2023
Q4 		$5.87K Buy
+590
New +$4.69K 0.01% 211

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Wiser Advisor Group's SOFI Position: Q3 2024 in Review

Wiser Advisor Group sold out of SoFi Technologies (SOFI) in Q3 2024, closing a stake of 293 shares — an estimated $1.94K sold.

Wiser Advisor Group first reported a position in SOFI in Q4 2023 and held it in 3 quarters. The position peaked at $5.87K in Q4 2023. 624 funds tracked by Wall St. Rank hold SOFI as of Q3 2024.

  • Wiser Advisor Group reported no remaining SoFi Technologies position as of Q3 2024 after selling out during the quarter.
  • Wiser Advisor Group sold 293 SoFi Technologies shares in Q3 2024, an estimated $1.94K.
  • Wiser Advisor Group first reported a position in SoFi Technologies in Q4 2023 and held it in 3 quarters.
  • Wiser Advisor Group's SoFi Technologies position peaked at $5.87K in Q4 2023.
  • 624 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2024.

Based on Wiser Advisor Group's 13F filing for Q3 2024, filed 13 Nov 2024.