Consolidated Portfolio Review Corp’s SoFi Technologies SOFI Stock Holding History

Consolidated Portfolio Review Corp’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 Q1	–	Sell	-20,085	Closed	-$200K	–	321
2023 Q4	$200K	Hold	20,085	–	–	0.05%	288
2023 Q3	$160K	Hold	20,085	–	–	0.04%	305
2023 Q2	$168K	Hold	20,085	–	–	0.04%	302
2023 Q1	$122K	Buy	+20,085	New	+$122K	0.03%	275

Other funds holding SOFI

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

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Consolidated Portfolio Review Corp's SOFI Position: Q1 2024 in Review

Consolidated Portfolio Review Corp sold out of SoFi Technologies (SOFI) in Q1 2024, closing a stake of 20,085 shares — an estimated $200K sold.

Consolidated Portfolio Review Corp first reported a position in SOFI in Q1 2023 and held it in 4 quarters. The position peaked at $200K in Q4 2023. 602 funds tracked by Wall St. Rank hold SOFI as of Q1 2024.

Consolidated Portfolio Review Corp reported no remaining SoFi Technologies position as of Q1 2024 after selling out during the quarter.
Consolidated Portfolio Review Corp sold 20,085 SoFi Technologies shares in Q1 2024, an estimated $200K.
Consolidated Portfolio Review Corp first reported a position in SoFi Technologies in Q1 2023 and held it in 4 quarters.
Consolidated Portfolio Review Corp's SoFi Technologies position peaked at $200K in Q4 2023.
602 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2024.

Based on Consolidated Portfolio Review Corp's 13F filing for Q1 2024, filed 30 Apr 2024.