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Cambridge Trust’s SoFi Technologies SOFI Stock Holding History

Cambridge Trust’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
2022
Q4 		– Sell
-630
Closed -$3K – 877
2022
Q3 		$3K Hold
630
– – ﹤0.01% 762
2022
Q2 		$3K Sell
630
-122
-16% -$824 ﹤0.01% 790
2022
Q1 		$7K Buy
752
+630
+516% +$7.24K ﹤0.01% 789
2021
Q4 		$2K Buy
+122
New +$2.24K ﹤0.01% 968

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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
GC
GPI Capital New York $287M AUM 42.76% 1-Year Est. Return

Cambridge Trust's SOFI Position: Q4 2022 in Review

Cambridge Trust sold out of SoFi Technologies (SOFI) in Q4 2022, closing a stake of 630 shares — an estimated $3K sold.

Cambridge Trust first reported a position in SOFI in Q4 2021 and held it in 4 quarters. The position peaked at $7K in Q1 2022. 512 funds tracked by Wall St. Rank hold SOFI as of Q4 2022.

  • Cambridge Trust reported no remaining SoFi Technologies position as of Q4 2022 after selling out during the quarter.
  • Cambridge Trust sold 630 SoFi Technologies shares in Q4 2022, an estimated $3K.
  • Cambridge Trust first reported a position in SoFi Technologies in Q4 2021 and held it in 4 quarters.
  • Cambridge Trust's SoFi Technologies position peaked at $7K in Q1 2022.
  • 512 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2022.

Based on Cambridge Trust's 13F filing for Q4 2022, filed 10 Jan 2023.