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Clear Creek Financial Management’s SoFi Technologies SOFI Stock Holding History

Clear Creek Financial 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
2023
Q3 		– Sell
-10,200
Closed -$85.1K – 340
2023
Q2 		$85.1K Hold
10,200
– – 0.01% 323
2023
Q1 		$61.9K Buy
+10,200
New +$61.9K 0.01% 304

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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 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
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Clear Creek Financial Management's SOFI Position: Q3 2023 in Review

Clear Creek Financial Management sold out of SoFi Technologies (SOFI) in Q3 2023, closing a stake of 10,200 shares — an estimated $85.1K sold.

Clear Creek Financial Management first reported a position in SOFI in Q1 2023 and held it in 2 quarters. The position peaked at $85.1K in Q2 2023. 513 funds tracked by Wall St. Rank hold SOFI as of Q3 2023.

  • Clear Creek Financial Management reported no remaining SoFi Technologies position as of Q3 2023 after selling out during the quarter.
  • Clear Creek Financial Management sold 10,200 SoFi Technologies shares in Q3 2023, an estimated $85.1K.
  • Clear Creek Financial Management first reported a position in SoFi Technologies in Q1 2023 and held it in 2 quarters.
  • Clear Creek Financial Management's SoFi Technologies position peaked at $85.1K in Q2 2023.
  • 513 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2023.

Based on Clear Creek Financial Management's 13F filing for Q3 2023, filed 24 Oct 2023.