ZA
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Zazove Associates’s SoFi Technologies SOFI Stock Holding History

Zazove 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
2023
Q1 		– Sell
-160,859
Closed -$742K – 147
2022
Q4 		$742K Buy
160,859
+859
+0.5% +$4.26K 0.07% 109
2022
Q3 		$781K Hold
160,000
– – 0.07% 111
2022
Q2 		$843K Buy
160,000
+10,000
+7% +$67.6K 0.08% 111
2022
Q1 		$1.42M Buy
+150,000
New +$1.72M 0.13% 99

Other funds holding SOFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Zazove Associates's SOFI Position: Q1 2023 in Review

Zazove Associates sold out of SoFi Technologies (SOFI) in Q1 2023, closing a stake of 160,859 shares — an estimated $742K sold.

Zazove Associates first reported a position in SOFI in Q1 2022 and held it in 4 quarters. The position peaked at $1.42M in Q1 2022. 531 funds tracked by Wall St. Rank hold SOFI as of Q1 2023.

  • Zazove Associates reported no remaining SoFi Technologies position as of Q1 2023 after selling out during the quarter.
  • Zazove Associates sold 160,859 SoFi Technologies shares in Q1 2023, an estimated $742K.
  • Zazove Associates first reported a position in SoFi Technologies in Q1 2022 and held it in 4 quarters.
  • Zazove Associates's SoFi Technologies position peaked at $1.42M in Q1 2022.
  • 531 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2023.

Based on Zazove Associates's 13F filing for Q1 2023, filed 4 May 2023.