Curi RMB Capital’s SoFi Technologies SOFI Stock Holding History

Curi RMB Capital’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	-99,140	Closed	-$457K	–	504
2022 Q4	$457K	Hold	99,140	–	–	0.02%	374
2022 Q3	$484K	Hold	99,140	–	–	0.02%	357
2022 Q2	$522K	Hold	99,140	–	–	0.02%	345
2022 Q1	$937K	Hold	99,140	–	–	0.03%	264
2021 Q4	$1.57M	Buy	+99,140	New	+$1.82M	0.05%	224

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

Curi RMB Capital's SOFI Position: Q1 2023 in Review

Curi RMB Capital sold out of SoFi Technologies (SOFI) in Q1 2023, closing a stake of 99,140 shares — an estimated $457K sold.

Curi RMB Capital first reported a position in SOFI in Q4 2021 and held it in 5 quarters. The position peaked at $1.57M in Q4 2021. 531 funds tracked by Wall St. Rank hold SOFI as of Q1 2023.

Curi RMB Capital reported no remaining SoFi Technologies position as of Q1 2023 after selling out during the quarter.
Curi RMB Capital sold 99,140 SoFi Technologies shares in Q1 2023, an estimated $457K.
Curi RMB Capital first reported a position in SoFi Technologies in Q4 2021 and held it in 5 quarters.
Curi RMB Capital's SoFi Technologies position peaked at $1.57M in Q4 2021.
531 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2023.

Based on Curi RMB Capital's 13F filing for Q1 2023, filed 11 May 2023.