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 $5.72T 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 $618B 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