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Carnegie Investment Counsel’s SoFi Technologies SOFI Stock Holding History

Carnegie Investment Counsel’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
Q1 		– Sell
-10,000
Closed -$46.1K – 525
2022
Q4 		$46.1K Buy
+10,000
New +$49.6K ﹤0.01% 504

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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GC
GPI Capital New York $287M AUM 42.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Carnegie Investment Counsel's SOFI Position: Q1 2023 in Review

Carnegie Investment Counsel sold out of SoFi Technologies (SOFI) in Q1 2023, closing a stake of 10,000 shares — an estimated $46.1K sold.

Carnegie Investment Counsel first reported a position in SOFI in Q4 2022 and held it in 1 quarter. The position peaked at $46.1K in Q4 2022. 531 funds tracked by Wall St. Rank hold SOFI as of Q1 2023.

  • Carnegie Investment Counsel reported no remaining SoFi Technologies position as of Q1 2023 after selling out during the quarter.
  • Carnegie Investment Counsel sold 10,000 SoFi Technologies shares in Q1 2023, an estimated $46.1K.
  • Carnegie Investment Counsel first reported a position in SoFi Technologies in Q4 2022 and held it in 1 quarter.
  • Carnegie Investment Counsel's SoFi Technologies position peaked at $46.1K in Q4 2022.
  • 531 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2023.

Based on Carnegie Investment Counsel's 13F filing for Q1 2023, filed 20 Apr 2023.