Washington Trust’s SoFi Technologies SOFI Stock Holding History

Washington Trust’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
2024 Q1	–	Sell	-2,738	Closed	-$27.2K	–	873
2023 Q4	$27.2K	Hold	2,738	–	–	﹤0.01%	512
2023 Q3	$21.9K	Hold	2,738	–	–	﹤0.01%	524
2023 Q2	$22.8K	Hold	2,738	–	–	﹤0.01%	551
2023 Q1	$16.6K	Hold	2,738	–	–	﹤0.01%	591
2022 Q4	$12.6K	Hold	2,738	–	–	﹤0.01%	622
2022 Q3	$13K	Hold	2,738	–	–	﹤0.01%	620
2022 Q2	$14K	Hold	2,738	–	–	﹤0.01%	611
2022 Q1	$26K	Buy	+2,738	New	+$31.4K	﹤0.01%	534

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Washington Trust's SOFI Position: Q1 2024 in Review

Washington Trust sold out of SoFi Technologies (SOFI) in Q1 2024, closing a stake of 2,738 shares — an estimated $27.2K sold.

Washington Trust first reported a position in SOFI in Q1 2022 and held it in 8 quarters. The position peaked at $27.2K in Q4 2023. 602 funds tracked by Wall St. Rank hold SOFI as of Q1 2024.

Washington Trust reported no remaining SoFi Technologies position as of Q1 2024 after selling out during the quarter.
Washington Trust sold 2,738 SoFi Technologies shares in Q1 2024, an estimated $27.2K.
Washington Trust first reported a position in SoFi Technologies in Q1 2022 and held it in 8 quarters.
Washington Trust's SoFi Technologies position peaked at $27.2K in Q4 2023.
602 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2024.

Based on Washington Trust's 13F filing for Q1 2024, filed 23 Apr 2024.