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WR Wealth Planners’s SoFi Technologies SOFI Stock Holding History

WR Wealth Planners’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 		$23.9K Hold
1,554
– – 0.01% 433
2024
Q3 		$12.2K Buy
+1,554
New +$11.3K ﹤0.01% 598
2022
Q4 		– Sell
-412
Closed -$2.01K – 535
2022
Q3 		$2.01K Buy
+412
New +$2.61K ﹤0.01% 389

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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 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 $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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WR Wealth Planners's SOFI Position: Q4 2024 in Review

WR Wealth Planners held its SoFi Technologies (SOFI) position steady in Q4 2024 at 1,554 shares worth $23.9K. The position accounts for 0.01% of the portfolio, ranked #433.

WR Wealth Planners first reported a position in SOFI in Q3 2022 and has held it in 3 quarters since. 705 funds tracked by Wall St. Rank hold SOFI as of Q4 2024.

  • WR Wealth Planners held 1,554 shares of SoFi Technologies worth $23.9K as of Q4 2024.
  • WR Wealth Planners left its SoFi Technologies share count unchanged in Q4 2024.
  • SoFi Technologies made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #433 holding.
  • WR Wealth Planners first reported a position in SoFi Technologies in Q3 2022 and has held it in 3 quarters since.
  • 705 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.