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Parametric Portfolio Associates’s SoFi Technologies SOFI Stock Holding History

Parametric Portfolio Associates’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 		$1.38M Buy
146,094
+33,490
+30% +$385K ﹤0.01% 2615
2021
Q4 		$1.78M Buy
+112,604
New +$2.07M ﹤0.01% 2504

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

Parametric Portfolio Associates's SOFI Position: Q1 2022 in Review

Parametric Portfolio Associates increased its SoFi Technologies (SOFI) stake by 30% in Q1 2022, buying an estimated $385K and bringing the position to 146,094 shares worth $1.38M. The position accounts for ﹤0.01% of the portfolio, ranked #2615.

Parametric Portfolio Associates first reported a position in SOFI in Q4 2021 and has held it in 2 quarters since. The position peaked at $1.78M in Q4 2021. 442 funds tracked by Wall St. Rank hold SOFI as of Q1 2022.

  • Parametric Portfolio Associates held 146,094 shares of SoFi Technologies worth $1.38M as of Q1 2022.
  • Parametric Portfolio Associates bought 33,490 SoFi Technologies shares in Q1 2022, an estimated $385K.
  • SoFi Technologies made up ﹤0.01% of Parametric Portfolio Associates's portfolio in Q1 2022, its #2615 holding.
  • Parametric Portfolio Associates first reported a position in SoFi Technologies in Q4 2021 and has held it in 2 quarters since.
  • Parametric Portfolio Associates's SoFi Technologies position peaked at $1.78M in Q4 2021.
  • 442 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2022.

Based on Parametric Portfolio Associates's 13F filing for Q1 2022, filed 16 May 2022.