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	$63K	Sell	17,900 -392,900	-96%	-$3.12M	0.02%	587
2023 Q4	$198K	Sell	410,800 -45,500	-10%	-$362K	0.02%	746
2023 Q3	$347K	Sell	456,300 -87,900	-16%	-$773K	0.04%	540
2023 Q2	$168K	Buy	544,200 +288,100	+112%	+$1.88M	0.02%	694
2023 Q1	$225K	Buy	256,100 +143,000	+126%	+$867K	0.02%	633
2022 Q4	$287K	Sell	113,100 -126,600	-53%	-$628K	0.02%	630
2022 Q3	$2.03M	Sell	239,700 -17,600	-7%	-$111K	0.14%	155
2022 Q2	$2.45M	Sell	257,300 -161,400	-39%	-$1.09M	0.17%	128
2022 Q1	$2.64M	Sell	418,700 -76,700	-15%	-$881K	0.14%	156
2021 Q4	$3.79M	Buy	495,400 +900	+0.2%	+$16.5K	0.16%	123
2021 Q3	$1.7M	Buy	494,500 +28,300	+6%	+$444K	0.08%	284
2021 Q2	$1.63M	Buy	466,200 +363,900	+356%	+$6.75M	0.08%	290
2021 Q1	$520K	Buy	102,300 +100,400	+5,284%	+$1.98M	0.03%	711
2020 Q4	$5K	Buy	+1,900	New	+$21.5K	﹤0.01%	3697

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.