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CAAS Capital Management’s SoFi Technologies SOFI Stock Holding History

CAAS Capital Management’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
2023
Q2 		– Hold
0
– – – 1003
2023
Q1 		– Hold
0
– – – 987
2021
Q3 		– Sell
-101,300
Closed -$1.94M – 1200
2021
Q2 		$1.94M Buy
+101,300
New +$1.88M 0.1% 407
2021
Q1 		– Sell
-233,700
Closed -$2.91M – 1492
2020
Q4 		$2.91M Buy
+233,700
New +$2.64M 0.09% 424

Other funds holding SOFI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM