InterOcean Capital Group’s SoFi Technologies SOFI Stock Holding History

InterOcean Capital 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
2023 Q3	–	Sell	-12,000	Closed	-$100K	–	488
2023 Q2	$100K	Sell	12,000 -3,847	-24%	-$25.1K	﹤0.01%	433
2023 Q1	$96.2K	Sell	15,847 -500	-3%	-$3.03K	﹤0.01%	402
2022 Q4	$75.4K	Buy	+16,347	New	+$81.1K	﹤0.01%	394

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

InterOcean Capital Group's SOFI Position: Q3 2023 in Review

InterOcean Capital Group sold out of SoFi Technologies (SOFI) in Q3 2023, closing a stake of 12,000 shares — an estimated $100K sold.

InterOcean Capital Group first reported a position in SOFI in Q4 2022 and held it in 3 quarters. The position peaked at $100K in Q2 2023. 513 funds tracked by Wall St. Rank hold SOFI as of Q3 2023.

InterOcean Capital Group reported no remaining SoFi Technologies position as of Q3 2023 after selling out during the quarter.
InterOcean Capital Group sold 12,000 SoFi Technologies shares in Q3 2023, an estimated $100K.
InterOcean Capital Group first reported a position in SoFi Technologies in Q4 2022 and held it in 3 quarters.
InterOcean Capital Group's SoFi Technologies position peaked at $100K in Q2 2023.
513 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2023.

Based on InterOcean Capital Group's 13F filing for Q3 2023, filed 14 Nov 2023.