First American Trust’s SoFi Technologies SOFI Stock Holding History

First American Trust’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
2022 Q2	–	Sell	-213,808	Closed	-$2.02M	–	173
2022 Q1	$2.02M	Buy	213,808 +13,887	+7%	+$159K	0.28%	75
2021 Q4	$3.16M	Buy	+199,921	New	+$3.67M	0.43%	67

Other funds holding SOFI

SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SLG

Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DIV

DCM International VI Menlo Park, California $114M AUM 73.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RCM

Riverwood Capital Management Menlo Park, California $43.2M AUM 24% 1-Year Est. Return

First American Trust's SOFI Position: Q2 2022 in Review

First American Trust sold out of SoFi Technologies (SOFI) in Q2 2022, closing a stake of 213,808 shares — an estimated $2.02M sold.

First American Trust first reported a position in SOFI in Q4 2021 and held it in 2 quarters. The position peaked at $3.16M in Q4 2021. 467 funds tracked by Wall St. Rank hold SOFI as of Q2 2022.

First American Trust reported no remaining SoFi Technologies position as of Q2 2022 after selling out during the quarter.
First American Trust sold 213,808 SoFi Technologies shares in Q2 2022, an estimated $2.02M.
First American Trust first reported a position in SoFi Technologies in Q4 2021 and held it in 2 quarters.
First American Trust's SoFi Technologies position peaked at $3.16M in Q4 2021.
467 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2022.

Based on First American Trust's 13F filing for Q2 2022, filed 19 Jul 2022.