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Kaizen Financial Strategies’s SoFi Technologies SOFI Stock Holding History

Kaizen Financial Strategies’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 		– Sell
-10,000
Closed -$49K – 137
2022
Q3 		$49K Buy
+10,000
New +$63.3K 0.05% 116

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SLG
Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
GC
GPI Capital New York $287M AUM 42.76% 1-Year Est. Return

Kaizen Financial Strategies's SOFI Position: Q4 2022 in Review

Kaizen Financial Strategies sold out of SoFi Technologies (SOFI) in Q4 2022, closing a stake of 10,000 shares — an estimated $49K sold.

Kaizen Financial Strategies first reported a position in SOFI in Q3 2022 and held it in 1 quarter. The position peaked at $49K in Q3 2022. 512 funds tracked by Wall St. Rank hold SOFI as of Q4 2022.

  • Kaizen Financial Strategies reported no remaining SoFi Technologies position as of Q4 2022 after selling out during the quarter.
  • Kaizen Financial Strategies sold 10,000 SoFi Technologies shares in Q4 2022, an estimated $49K.
  • Kaizen Financial Strategies first reported a position in SoFi Technologies in Q3 2022 and held it in 1 quarter.
  • Kaizen Financial Strategies's SoFi Technologies position peaked at $49K in Q3 2022.
  • 512 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2022.

Based on Kaizen Financial Strategies's 13F filing for Q4 2022, filed 19 Jan 2023.