Riverview Trust Company’s SoFi Technologies SOFI Stock Holding History

Riverview Trust Company’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 Q4	–	Sell	-2,362	Closed	-$12K	–	850
2022 Q3	$12K	Buy	+2,362	New	+$14.9K	0.01%	620

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

GPI Capital New York $287M AUM 42.76% 1-Year Est. Return

Riverview Trust Company's SOFI Position: Q4 2022 in Review

Riverview Trust Company sold out of SoFi Technologies (SOFI) in Q4 2022, closing a stake of 2,362 shares — an estimated $12K sold.

Riverview Trust Company first reported a position in SOFI in Q3 2022 and held it in 1 quarter. The position peaked at $12K in Q3 2022. 512 funds tracked by Wall St. Rank hold SOFI as of Q4 2022.

Riverview Trust Company reported no remaining SoFi Technologies position as of Q4 2022 after selling out during the quarter.
Riverview Trust Company sold 2,362 SoFi Technologies shares in Q4 2022, an estimated $12K.
Riverview Trust Company first reported a position in SoFi Technologies in Q3 2022 and held it in 1 quarter.
Riverview Trust Company's SoFi Technologies position peaked at $12K in Q3 2022.
512 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2022.

Based on Riverview Trust Company's 13F filing for Q4 2022, filed 26 Jan 2023.