QT
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Quantamental Technologies’s SoFi Technologies SOFI Stock Holding History

Quantamental Technologies’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 		$441K Buy
+55,159
New +$485K 0.41% 92
2023
Q2 		– Sell
-56,013
Closed -$340K – 633
2023
Q1 		$340K Buy
+56,013
New +$340K 0.18% 199
2022
Q4 		– Sell
-103,340
Closed -$504K – 643
2022
Q3 		$504K Buy
+103,340
New +$654K 0.2% 181

Other funds holding SOFI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Quantamental Technologies's SOFI Position: Q3 2023 in Review

Quantamental Technologies opened a new position in SoFi Technologies (SOFI) in Q3 2023: 55,159 shares worth $441K. The stake represents 0.41% of the portfolio and ranks #92 among its holdings. This is a return to the name: Quantamental Technologies previously reported a position in SOFI as recently as Q1 2023.

Quantamental Technologies first reported a position in SOFI in Q3 2022 and has held it in 3 quarters since. The position peaked at $504K in Q3 2022. 513 funds tracked by Wall St. Rank hold SOFI as of Q3 2023.

  • Quantamental Technologies held 55,159 shares of SoFi Technologies worth $441K as of Q3 2023.
  • SoFi Technologies was a new Quantamental Technologies position in Q3 2023.
  • SoFi Technologies made up 0.41% of Quantamental Technologies's portfolio in Q3 2023, its #92 holding.
  • Quantamental Technologies first reported a position in SoFi Technologies in Q3 2022 and has held it in 3 quarters since.
  • Quantamental Technologies's SoFi Technologies position peaked at $504K in Q3 2022.
  • 513 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2023.

Based on Quantamental Technologies's 13F filing for Q3 2023, filed 14 Nov 2023.