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Tuttle Capital Management’s SoFi Technologies SOFI Stock Holding History

Tuttle Capital Management’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
Q1 		– Sell
-12,901
Closed -$204K – 109
2021
Q4 		$204K Buy
12,901
+759
+6% +$13.9K 0.31% 80
2021
Q3 		$193K Buy
+12,142
New +$190K 0.22% 100
2021
Q1 		– Sell
-63,878
Closed -$795K – 307
2020
Q4 		$795K Buy
+63,878
New +$721K 0.61% 34

Other funds holding SOFI

SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SLG
Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
RCM
Riverwood Capital Management Menlo Park, California $43.2M AUM 24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DIV
DCM International VI Menlo Park, California $114M AUM 73.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
GC
GPI Capital New York $287M AUM 42.76% 1-Year Est. Return

Tuttle Capital Management's SOFI Position: Q1 2022 in Review

Tuttle Capital Management sold out of SoFi Technologies (SOFI) in Q1 2022, closing a stake of 12,901 shares — an estimated $204K sold.

Tuttle Capital Management first reported a position in SOFI in Q4 2020 and held it in 3 quarters. The position peaked at $795K in Q4 2020. 442 funds tracked by Wall St. Rank hold SOFI as of Q1 2022.

  • Tuttle Capital Management reported no remaining SoFi Technologies position as of Q1 2022 after selling out during the quarter.
  • Tuttle Capital Management sold 12,901 SoFi Technologies shares in Q1 2022, an estimated $204K.
  • Tuttle Capital Management first reported a position in SoFi Technologies in Q4 2020 and held it in 3 quarters.
  • Tuttle Capital Management's SoFi Technologies position peaked at $795K in Q4 2020.
  • 442 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2022.

Based on Tuttle Capital Management's 13F filing for Q1 2022, filed 4 May 2022.