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Cypress Capital’s SoFi Technologies SOFI Stock Holding History

Cypress Capital’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
2021
Q4 		– Sell
-31,831
Closed -$505K – 215
2021
Q3 		$505K Buy
31,831
+29,722
+1,409% +$466K 0.06% 135
2021
Q2 		$40K Buy
+2,109
New +$39.1K 0.04% 57

Other funds holding SOFI

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DIV
DCM International VI Menlo Park, California $114M AUM 73.96% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GC
GPI Capital New York $287M AUM 42.76% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cypress Capital's SOFI Position: Q4 2021 in Review

Cypress Capital sold out of SoFi Technologies (SOFI) in Q4 2021, closing a stake of 31,831 shares — an estimated $505K sold.

Cypress Capital first reported a position in SOFI in Q2 2021 and held it in 2 quarters. The position peaked at $505K in Q3 2021. 446 funds tracked by Wall St. Rank hold SOFI as of Q4 2021.

  • Cypress Capital reported no remaining SoFi Technologies position as of Q4 2021 after selling out during the quarter.
  • Cypress Capital sold 31,831 SoFi Technologies shares in Q4 2021, an estimated $505K.
  • Cypress Capital first reported a position in SoFi Technologies in Q2 2021 and held it in 2 quarters.
  • Cypress Capital's SoFi Technologies position peaked at $505K in Q3 2021.
  • 446 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2021.

Based on Cypress Capital's 13F filing for Q4 2021, filed 10 Feb 2022.