Saxon Interests’s SoFi Technologies SOFI Stock Holding History

Saxon Interests’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	-43,851	Closed	-$350K	–	211
2023 Q3	$350K	Buy	+43,851	New	+$386K	0.24%	51

Other funds holding SOFI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Saxon Interests's SOFI Position: Q4 2023 in Review

Saxon Interests sold out of SoFi Technologies (SOFI) in Q4 2023, closing a stake of 43,851 shares — an estimated $350K sold.

Saxon Interests first reported a position in SOFI in Q3 2023 and held it in 1 quarter. The position peaked at $350K in Q3 2023. 571 funds tracked by Wall St. Rank hold SOFI as of Q4 2023.

Saxon Interests reported no remaining SoFi Technologies position as of Q4 2023 after selling out during the quarter.
Saxon Interests sold 43,851 SoFi Technologies shares in Q4 2023, an estimated $350K.
Saxon Interests first reported a position in SoFi Technologies in Q3 2023 and held it in 1 quarter.
Saxon Interests's SoFi Technologies position peaked at $350K in Q3 2023.
571 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2023.

Based on Saxon Interests's 13F filing for Q4 2023, filed 18 Jan 2024.