Cutler Group’s SoFi Technologies SOFI Stock Holding History

Cutler Group’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	$189K	Sell	25,946 -15,331	-37%	-$122K	0.06%	296
2023 Q4	$410K	Buy	41,277 +3,159	+8%	+$25.1K	0.04%	484
2023 Q3	$304K	Sell	38,118 -9,892	-21%	-$87K	0.03%	591
2023 Q2	$400K	Sell	48,010 -27,119	-36%	-$177K	0.06%	386
2023 Q1	$456K	Buy	75,129 +38,528	+105%	+$234K	0.05%	382
2022 Q4	$168K	Buy	36,601 +28,863	+373%	+$143K	0.01%	876
2022 Q3	$37K	Sell	7,738 -32,002	-81%	-$202K	﹤0.01%	2127
2022 Q2	$209K	Sell	39,740 -221,886	-85%	-$1.5M	0.01%	978
2022 Q1	$2.47M	Sell	261,626 -220,078	-46%	-$2.53M	0.13%	168
2021 Q4	$7.62M	Buy	481,704 +89,842	+23%	+$1.65M	0.32%	46
2021 Q3	$6.22M	Buy	391,862 +205,551	+110%	+$3.22M	0.28%	59
2021 Q2	$3.57M	Buy	186,311 +104,121	+127%	+$1.93M	0.17%	121
2021 Q1	$1.41M	Buy	82,190 +72,690	+765%	+$1.44M	0.07%	315
2020 Q4	$118K	Buy	+9,500	New	+$107K	0.01%	1420

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 $3.37T AUM 44.26% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Cutler Group's SOFI Position: Q1 2024 in Review

Cutler Group reduced its SoFi Technologies (SOFI) stake by 37% in Q1 2024, selling an estimated $122K and leaving 25,946 shares worth $189K. The position accounts for 0.06% of the portfolio, ranked #296.

Cutler Group first reported a position in SOFI in Q4 2020 and has held it in 14 quarters since. The position peaked at $7.62M in Q4 2021. 602 funds tracked by Wall St. Rank hold SOFI as of Q1 2024.

Cutler Group held 25,946 shares of SoFi Technologies worth $189K as of Q1 2024.
Cutler Group sold 15,331 SoFi Technologies shares in Q1 2024, an estimated $122K.
SoFi Technologies made up 0.06% of Cutler Group's portfolio in Q1 2024, its #296 holding.
Cutler Group first reported a position in SoFi Technologies in Q4 2020 and has held it in 14 quarters since.
Cutler Group's SoFi Technologies position peaked at $7.62M in Q4 2021.
602 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2024.

Based on Cutler Group's 13F filing for Q1 2024, filed 19 Apr 2024.