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	$22K	Sell	7,500 -592,700	-99%	-$4.71M	0.01%	983
2023 Q4	$849K	Sell	600,200 -164,600	-22%	-$1.31M	0.12%	287
2023 Q3	$724K	Buy	764,800 +258,700	+51%	+$2.27M	0.12%	322
2023 Q2	$930K	Buy	506,100 +326,200	+181%	+$2.13M	0.22%	186
2023 Q1	$76K	Sell	179,900 -278,000	-61%	-$1.69M	0.01%	1124
2022 Q4	$40K	Buy	457,900 +39,900	+10%	+$198K	﹤0.01%	1736
2022 Q3	$81K	Buy	418,000 +99,700	+31%	+$631K	0.01%	1539
2022 Q2	$59K	Sell	318,300 -157,900	-33%	-$1.07M	0.01%	1832
2022 Q1	$133K	Sell	476,200 -128,400	-21%	-$1.47M	0.01%	1494
2021 Q4	$567K	Sell	604,600 -9,400	-2%	-$173K	0.04%	688
2021 Q3	$448K	Sell	614,000 -187,000	-23%	-$2.93M	0.03%	851
2021 Q2	$1.14M	Buy	801,000 +527,300	+193%	+$9.78M	0.08%	410
2021 Q1	$384K	Buy	273,700 +243,600	+809%	+$4.81M	0.03%	872
2020 Q4	$32K	Buy	+30,100	New	+$340K	﹤0.01%	2324

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