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Tilt Investment Management Holdings’s SoFi Technologies SOFI Stock Holding History

Tilt Investment Management Holdings’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
-118,154
Closed -$944K – 146
2023
Q3 		$944K Sell
118,154
-29,398
-20% -$259K 0.67% 41
2023
Q2 		$1.23M Hold
147,552
– – 0.81% 29
2023
Q1 		$850K Hold
147,552
– – 0.63% 42
2022
Q4 		$680K Buy
+147,552
New +$732K 0.58% 54

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 Investments
Two Sigma Investments New York $124B AUM 33.93% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Tilt Investment Management Holdings's SOFI Position: Q4 2023 in Review

Tilt Investment Management Holdings sold out of SoFi Technologies (SOFI) in Q4 2023, closing a stake of 118,154 shares — an estimated $944K sold.

Tilt Investment Management Holdings first reported a position in SOFI in Q4 2022 and held it in 4 quarters. The position peaked at $1.23M in Q2 2023. 571 funds tracked by Wall St. Rank hold SOFI as of Q4 2023.

  • Tilt Investment Management Holdings reported no remaining SoFi Technologies position as of Q4 2023 after selling out during the quarter.
  • Tilt Investment Management Holdings sold 118,154 SoFi Technologies shares in Q4 2023, an estimated $944K.
  • Tilt Investment Management Holdings first reported a position in SoFi Technologies in Q4 2022 and held it in 4 quarters.
  • Tilt Investment Management Holdings's SoFi Technologies position peaked at $1.23M in Q2 2023.
  • 571 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2023.

Based on Tilt Investment Management Holdings's 13F filing for Q4 2023, filed 31 Jan 2024.