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Peoples Financial Services Corp’s SoFi Technologies SOFI Stock Holding History

Peoples Financial Services Corp’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
-400
Closed -$2.43K – 270
2023
Q1 		$2.43K Hold
400
– – ﹤0.01% 247
2022
Q4 		$1.84K Hold
400
– – ﹤0.01% 249
2022
Q3 		$2K Hold
400
– – ﹤0.01% 257
2022
Q2 		$2K Hold
400
– – ﹤0.01% 262
2022
Q1 		$4K Hold
400
– – ﹤0.01% 258
2021
Q4 		$6K Hold
400
– – ﹤0.01% 241
2021
Q3 		$6K Hold
400
– – ﹤0.01% 250
2021
Q2 		$8K Hold
400
– – ﹤0.01% 247
2021
Q1 		$7K Buy
+400
New +$7.9K ﹤0.01% 247

Other funds holding SOFI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Peoples Financial Services Corp's SOFI Position: Q2 2023 in Review

Peoples Financial Services Corp sold out of SoFi Technologies (SOFI) in Q2 2023, closing a stake of 400 shares — an estimated $2.43K sold.

Peoples Financial Services Corp first reported a position in SOFI in Q1 2021 and held it in 9 quarters. The position peaked at $8K in Q2 2021. 517 funds tracked by Wall St. Rank hold SOFI as of Q2 2023.

  • Peoples Financial Services Corp reported no remaining SoFi Technologies position as of Q2 2023 after selling out during the quarter.
  • Peoples Financial Services Corp sold 400 SoFi Technologies shares in Q2 2023, an estimated $2.43K.
  • Peoples Financial Services Corp first reported a position in SoFi Technologies in Q1 2021 and held it in 9 quarters.
  • Peoples Financial Services Corp's SoFi Technologies position peaked at $8K in Q2 2021.
  • 517 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2023.

Based on Peoples Financial Services Corp's 13F filing for Q2 2023, filed 11 Jul 2023.