Chevy Chase Trust
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Chevy Chase Trust’s SoFi Technologies SOFI Stock Holding History

Chevy Chase 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
2024
Q2 		– Sell
-13,335
Closed -$97.3K – 620
2024
Q1 		$97.3K Buy
13,335
+2,989
+29% +$23.7K ﹤0.01% 609
2023
Q4 		$103K Hold
10,346
– – ﹤0.01% 619
2023
Q3 		$82.7K Hold
10,346
– – ﹤0.01% 616
2023
Q2 		$86.3K Buy
+10,346
New +$67.4K ﹤0.01% 618

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Chevy Chase Trust's SOFI Position: Q2 2024 in Review

Chevy Chase Trust sold out of SoFi Technologies (SOFI) in Q2 2024, closing a stake of 13,335 shares — an estimated $97.3K sold.

Chevy Chase Trust first reported a position in SOFI in Q2 2023 and held it in 4 quarters. The position peaked at $103K in Q4 2023. 591 funds tracked by Wall St. Rank hold SOFI as of Q2 2024.

  • Chevy Chase Trust reported no remaining SoFi Technologies position as of Q2 2024 after selling out during the quarter.
  • Chevy Chase Trust sold 13,335 SoFi Technologies shares in Q2 2024, an estimated $97.3K.
  • Chevy Chase Trust first reported a position in SoFi Technologies in Q2 2023 and held it in 4 quarters.
  • Chevy Chase Trust's SoFi Technologies position peaked at $103K in Q4 2023.
  • 591 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2024.

Based on Chevy Chase Trust's 13F filing for Q2 2024, filed 22 Jul 2024.