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Banque Pictet & Cie’s SoFi Technologies SOFI Stock Holding History

Banque Pictet & Cie’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
Q3 		– Sell
-20,000
Closed -$167K – 507
2023
Q2 		$167K Buy
+20,000
New +$130K ﹤0.01% 474
2022
Q2 		– Sell
-20,349
Closed -$192K – 676
2022
Q1 		$192K Buy
+20,349
New +$234K ﹤0.01% 615

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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 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
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Banque Pictet & Cie's SOFI Position: Q3 2023 in Review

Banque Pictet & Cie sold out of SoFi Technologies (SOFI) in Q3 2023, closing a stake of 20,000 shares — an estimated $167K sold.

Banque Pictet & Cie first reported a position in SOFI in Q1 2022 and held it in 2 quarters. The position peaked at $192K in Q1 2022. 513 funds tracked by Wall St. Rank hold SOFI as of Q3 2023.

  • Banque Pictet & Cie reported no remaining SoFi Technologies position as of Q3 2023 after selling out during the quarter.
  • Banque Pictet & Cie sold 20,000 SoFi Technologies shares in Q3 2023, an estimated $167K.
  • Banque Pictet & Cie first reported a position in SoFi Technologies in Q1 2022 and held it in 2 quarters.
  • Banque Pictet & Cie's SoFi Technologies position peaked at $192K in Q1 2022.
  • 513 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2023.

Based on Banque Pictet & Cie's 13F filing for Q3 2023, filed 2 Nov 2023.