Gabelli Funds’s SoFi Technologies SOFI Stock Holding History

Gabelli Funds’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 Q2	–	Sell	-37,000	Closed	-$270K	–	1114
2024 Q1	$270K	Buy	37,000 +5,000	+16%	+$39.7K	﹤0.01%	960
2023 Q4	$318K	Buy	+32,000	New	+$254K	﹤0.01%	949
2021 Q1	–	Sell	-17,185	Closed	-$214K	–	1347
2020 Q4	$214K	Buy	+17,185	New	+$194K	﹤0.01%	1118

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 $3.38T AUM 44.17% 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

AIM

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

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Gabelli Funds's SOFI Position: Q2 2024 in Review

Gabelli Funds sold out of SoFi Technologies (SOFI) in Q2 2024, closing a stake of 37,000 shares — an estimated $270K sold.

Gabelli Funds first reported a position in SOFI in Q4 2020 and held it in 3 quarters. The position peaked at $318K in Q4 2023. 592 funds tracked by Wall St. Rank hold SOFI as of Q2 2024.

Gabelli Funds reported no remaining SoFi Technologies position as of Q2 2024 after selling out during the quarter.
Gabelli Funds sold 37,000 SoFi Technologies shares in Q2 2024, an estimated $270K.
Gabelli Funds first reported a position in SoFi Technologies in Q4 2020 and held it in 3 quarters.
Gabelli Funds's SoFi Technologies position peaked at $318K in Q4 2023.
592 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2024.

Based on Gabelli Funds's 13F filing for Q2 2024, filed 13 Aug 2024.