Fairfield Financial Advisors’s SoFi Technologies SOFI Stock Holding History

Fairfield Financial Advisors’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 Q4	–	Sell	-100	Closed	-$799	–	319
2023 Q3	$799	Hold	100	–	–	﹤0.01%	288
2023 Q2	$834	Hold	100	–	–	﹤0.01%	299
2023 Q1	$572	Hold	100	–	–	﹤0.01%	308
2022 Q4	$461	Hold	100	–	–	﹤0.01%	300
2022 Q3	$488	Hold	100	–	–	﹤0.01%	308
2022 Q2	$527	Hold	100	–	–	﹤0.01%	292
2022 Q1	$945	Buy	+100	New	+$1.15K	﹤0.01%	294

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fairfield Financial Advisors's SOFI Position: Q4 2023 in Review

Fairfield Financial Advisors sold out of SoFi Technologies (SOFI) in Q4 2023, closing a stake of 100 shares — an estimated $799 sold.

Fairfield Financial Advisors first reported a position in SOFI in Q1 2022 and held it in 7 quarters. The position peaked at $945 in Q1 2022. 571 funds tracked by Wall St. Rank hold SOFI as of Q4 2023.

Fairfield Financial Advisors reported no remaining SoFi Technologies position as of Q4 2023 after selling out during the quarter.
Fairfield Financial Advisors sold 100 SoFi Technologies shares in Q4 2023, an estimated $799.
Fairfield Financial Advisors first reported a position in SoFi Technologies in Q1 2022 and held it in 7 quarters.
Fairfield Financial Advisors's SoFi Technologies position peaked at $945 in Q1 2022.
571 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2023.

Based on Fairfield Financial Advisors's 13F filing for Q4 2023, filed 4 Nov 2024.