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Fairfield, Bush & Co’s SoFi Technologies SOFI Stock Holding History

Fairfield, Bush & Co’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
Q2 		– Sell
-20,400
Closed -$124K – 560
2023
Q1 		$124K Buy
20,400
+2,900
+17% +$17.6K 0.04% 142
2022
Q4 		$80.7K Buy
17,500
+2,800
+19% +$13.9K 0.05% 119
2022
Q3 		$72K Hold
14,700
– – 0.05% 117
2022
Q2 		$77K Sell
14,700
-1,300
-8% -$8.79K 0.05% 168
2022
Q1 		$151K Buy
16,000
+4,700
+42% +$54K 0.08% 125
2021
Q4 		$179K Buy
+11,300
New +$207K 0.09% 126

Other funds holding SOFI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Fairfield, Bush & Co's SOFI Position: Q2 2023 in Review

Fairfield, Bush & Co sold out of SoFi Technologies (SOFI) in Q2 2023, closing a stake of 20,400 shares — an estimated $124K sold.

Fairfield, Bush & Co first reported a position in SOFI in Q4 2021 and held it in 6 quarters. The position peaked at $179K in Q4 2021. 517 funds tracked by Wall St. Rank hold SOFI as of Q2 2023.

  • Fairfield, Bush & Co reported no remaining SoFi Technologies position as of Q2 2023 after selling out during the quarter.
  • Fairfield, Bush & Co sold 20,400 SoFi Technologies shares in Q2 2023, an estimated $124K.
  • Fairfield, Bush & Co first reported a position in SoFi Technologies in Q4 2021 and held it in 6 quarters.
  • Fairfield, Bush & Co's SoFi Technologies position peaked at $179K in Q4 2021.
  • 517 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2023.

Based on Fairfield, Bush & Co's 13F filing for Q2 2023, filed 15 Aug 2023.