QCM Cayman’s SoFi Technologies SOFI Stock Holding History

QCM Cayman’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 Q4	–	Sell	-12,784	Closed	-$102K	–	51
2023 Q3	$102K	Buy	+12,784	New	+$112K	0.66%	50
2022 Q4	–	Sell	-39,338	Closed	-$192K	–	60
2022 Q3	$192K	Buy	+39,338	New	+$249K	2.8%	23
2022 Q2	–	Sell	-16,771	Closed	-$158K	–	85
2022 Q1	$158K	Buy	+16,771	New	+$193K	0.69%	65

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

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

QCM Cayman's SOFI Position: Q4 2023 in Review

QCM Cayman sold out of SoFi Technologies (SOFI) in Q4 2023, closing a stake of 12,784 shares — an estimated $102K sold.

QCM Cayman first reported a position in SOFI in Q1 2022 and held it in 3 quarters. The position peaked at $192K in Q3 2022. 571 funds tracked by Wall St. Rank hold SOFI as of Q4 2023.

QCM Cayman reported no remaining SoFi Technologies position as of Q4 2023 after selling out during the quarter.
QCM Cayman sold 12,784 SoFi Technologies shares in Q4 2023, an estimated $102K.
QCM Cayman first reported a position in SoFi Technologies in Q1 2022 and held it in 3 quarters.
QCM Cayman's SoFi Technologies position peaked at $192K in Q3 2022.
571 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2023.

Based on QCM Cayman's 13F filing for Q4 2023, filed 1 Feb 2024.