Catalyst Capital Advisors’s SoFi Technologies SOFI Stock Holding History

Catalyst Capital Advisors’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	-10,400	Closed	-$47.9K	–	341
2022 Q4	$47.9K	Sell	10,400 -73,680	-88%	-$365K	﹤0.01%	255
2022 Q3	$410K	Sell	84,080 -40,900	-33%	-$259K	0.02%	153
2022 Q2	$659K	Buy	124,980 +2,500	+2%	+$16.9K	0.03%	167
2022 Q1	$1.16M	Hold	122,480	–	–	0.05%	159
2021 Q4	$1.94M	Sell	122,480 -9,520	-7%	-$175K	0.09%	137
2021 Q3	$2.1M	Buy	+132,000	New	+$2.07M	0.11%	137

Other funds holding SOFI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

GPI Capital New York $287M AUM 42.76% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Catalyst Capital Advisors's SOFI Position: Q1 2023 in Review

Catalyst Capital Advisors sold out of SoFi Technologies (SOFI) in Q1 2023, closing a stake of 10,400 shares — an estimated $47.9K sold.

Catalyst Capital Advisors first reported a position in SOFI in Q3 2021 and held it in 6 quarters. The position peaked at $2.1M in Q3 2021. 531 funds tracked by Wall St. Rank hold SOFI as of Q1 2023.

Catalyst Capital Advisors reported no remaining SoFi Technologies position as of Q1 2023 after selling out during the quarter.
Catalyst Capital Advisors sold 10,400 SoFi Technologies shares in Q1 2023, an estimated $47.9K.
Catalyst Capital Advisors first reported a position in SoFi Technologies in Q3 2021 and held it in 6 quarters.
Catalyst Capital Advisors's SoFi Technologies position peaked at $2.1M in Q3 2021.
531 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2023.

Based on Catalyst Capital Advisors's 13F filing for Q1 2023, filed 12 May 2023.