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TrustCore Financial Services’s SoFi Technologies SOFI Stock Holding History

TrustCore Financial Services’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 		$484 Hold
105
– – ﹤0.01% 971
2022
Q3 		$1K Hold
105
– – ﹤0.01% 1016
2022
Q2 		$1K Hold
105
– – ﹤0.01% 1002
2022
Q1 		$1K Hold
105
– – ﹤0.01% 1007
2021
Q4 		$2K Sell
105
-500
-83% -$9.18K ﹤0.01% 883
2021
Q3 		$10K Hold
605
– – ﹤0.01% 770
2021
Q2 		$12K Buy
+605
New +$11.2K ﹤0.01% 704

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
GC
GPI Capital New York $287M AUM 42.76% 1-Year Est. Return

TrustCore Financial Services's SOFI Position: Q4 2022 in Review

TrustCore Financial Services held its SoFi Technologies (SOFI) position steady in Q4 2022 at 105 shares worth $484. The position accounts for ﹤0.01% of the portfolio, ranked #971.

TrustCore Financial Services first reported a position in SOFI in Q2 2021 and has held it in 7 quarters since. The position peaked at $12K in Q2 2021. 512 funds tracked by Wall St. Rank hold SOFI as of Q4 2022.

  • TrustCore Financial Services held 105 shares of SoFi Technologies worth $484 as of Q4 2022.
  • TrustCore Financial Services left its SoFi Technologies share count unchanged in Q4 2022.
  • SoFi Technologies made up ﹤0.01% of TrustCore Financial Services's portfolio in Q4 2022, its #971 holding.
  • TrustCore Financial Services first reported a position in SoFi Technologies in Q2 2021 and has held it in 7 quarters since.
  • TrustCore Financial Services's SoFi Technologies position peaked at $12K in Q2 2021.
  • 512 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.