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	0.1%	296
2023 Q4	$410K	Buy	41,277 +3,159	+8%	+$25.1K	0.06%	484
2023 Q3	$304K	Sell	38,118 -9,892	-21%	-$87K	0.05%	591
2023 Q2	$400K	Sell	48,010 -27,119	-36%	-$177K	0.09%	386
2023 Q1	$456K	Buy	75,129 +38,528	+105%	+$234K	0.07%	382
2022 Q4	$168K	Buy	36,601 +28,863	+373%	+$143K	0.02%	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	0.03%	978
2022 Q1	$2.47M	Sell	261,626 -220,078	-46%	-$2.53M	0.23%	168
2021 Q4	$7.62M	Buy	481,704 +89,842	+23%	+$1.65M	0.52%	46
2021 Q3	$6.22M	Buy	391,862 +205,551	+110%	+$3.22M	0.47%	59
2021 Q2	$3.57M	Buy	186,311 +104,121	+127%	+$1.93M	0.26%	121
2021 Q1	$1.41M	Buy	82,190 +72,690	+765%	+$1.44M	0.12%	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 $5.7T AUM 30.48% 1-Year Est. Return

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

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

Geode Capital Management

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

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Sumitomo Mitsui Trust Group

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