Column Capital Advisors’s SOPHiA GENETICS SOPH Stock Holding History

Column Capital Advisors’s Portfolio SOPH Stock Details SOPH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$636	Hold	250	–	–	﹤0.01%	742
2023 Q2	$1.12K	Hold	250	–	–	﹤0.01%	745
2023 Q1	$1.24K	Hold	250	–	–	﹤0.01%	757
2022 Q4	$515	Hold	250	–	–	﹤0.01%	793
2022 Q3	$1K	Hold	250	–	–	﹤0.01%	702
2022 Q2	$1K	Hold	250	–	–	﹤0.01%	702
2022 Q1	$2K	Hold	250	–	–	﹤0.01%	661
2021 Q4	$4K	Hold	250	–	–	﹤0.01%	609
2021 Q3	$4K	Buy	+250	New	+$4.4K	﹤0.01%	576

Other funds holding SOPH

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

AWA

Alta Wealth Advisors Woburn, Massachusetts $369M AUM 45.79% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PVI

Pura Vida Investments New York $37M AUM 63.54% 1-Year Est. Return

BPCE

Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.12B AUM 27.39% 1-Year Est. Return

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return

Column Capital Advisors's SOPH Position: Q3 2023 in Review

Column Capital Advisors held its SOPHiA GENETICS (SOPH) position steady in Q3 2023 at 250 shares worth $636. The position accounts for ﹤0.01% of the portfolio, ranked #742.

Column Capital Advisors first reported a position in SOPH in Q3 2021 and has held it in 9 quarters since. The position peaked at $4K in Q4 2021. 32 funds tracked by Wall St. Rank hold SOPH as of Q3 2023.

Column Capital Advisors held 250 shares of SOPHiA GENETICS worth $636 as of Q3 2023.
Column Capital Advisors left its SOPHiA GENETICS share count unchanged in Q3 2023.
SOPHiA GENETICS made up ﹤0.01% of Column Capital Advisors's portfolio in Q3 2023, its #742 holding.
Column Capital Advisors first reported a position in SOPHiA GENETICS in Q3 2021 and has held it in 9 quarters since.
Column Capital Advisors's SOPHiA GENETICS position peaked at $4K in Q4 2021.
32 funds tracked by Wall St. Rank held SOPHiA GENETICS as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.