COCM
SOFI icon

Charter Oak Capital Management’s SoFi Technologies SOFI Stock Holding History

Charter Oak 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
2022
Q3 		– Sell
-20
Closed – – 763
2022
Q2 		$0 Hold
20
– – ﹤0.01% 1004
2022
Q1 		$0 Hold
20
– – ﹤0.01% 1030
2021
Q4 		$0 Hold
20
– – ﹤0.01% 923
2021
Q3 		$0 Hold
20
– – ﹤0.01% 878
2021
Q2 		$0 Hold
20
– – ﹤0.01% 871
2021
Q1 		$0 Buy
+20
New +$395 ﹤0.01% 837

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
DIV
DCM International VI Menlo Park, California $114M AUM 73.96% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
RCM
Riverwood Capital Management Menlo Park, California $43.2M AUM 24% 1-Year Est. Return

Charter Oak Capital Management's SOFI Position: Q3 2022 in Review

Charter Oak Capital Management sold out of SoFi Technologies (SOFI) in Q3 2022, closing a stake of 20 shares.

Charter Oak Capital Management first reported a position in SOFI in Q1 2021 and held it in 6 quarters. The position peaked at $0 in Q2 2022. 492 funds tracked by Wall St. Rank hold SOFI as of Q3 2022.

  • Charter Oak Capital Management reported no remaining SoFi Technologies position as of Q3 2022 after selling out during the quarter.
  • Charter Oak Capital Management sold 20 SoFi Technologies shares in Q3 2022.
  • Charter Oak Capital Management first reported a position in SoFi Technologies in Q1 2021 and held it in 6 quarters.
  • Charter Oak Capital Management's SoFi Technologies position peaked at $0 in Q2 2022.
  • 492 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2022.

Based on Charter Oak Capital Management's 13F filing for Q3 2022, filed 6 Dec 2022.