Credit Suisse’s SoFi Technologies SOFI Stock Holding History

Credit Suisse’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
2024 Q1	$6.98M	Sell	956,315 -1,886,217	-66%	-$15M	0.01%	1106
2023 Q4	$28.3M	Buy	2,842,532 +164,880	+6%	+$1.31M	0.03%	560
2023 Q3	$21.4M	Sell	2,677,652 -31,734	-1%	-$279K	0.02%	616
2023 Q2	$22.6M	Buy	2,709,386 +529,565	+24%	+$3.45M	0.02%	630
2023 Q1	$13.2M	Buy	2,179,821 +432,245	+25%	+$2.62M	0.01%	822
2022 Q4	$8.06M	Sell	1,747,576 -65,420	-4%	-$324K	0.01%	1024
2022 Q3	$8.85M	Sell	1,812,996 -1,571,851	-46%	-$9.94M	0.01%	974
2022 Q2	$17.8M	Buy	3,384,847 +1,336,754	+65%	+$9.03M	0.02%	722
2022 Q1	$19.4M	Sell	2,048,093 -1,754,013	-46%	-$20.1M	0.02%	785
2021 Q4	$60.1M	Buy	3,802,106 +2,063,694	+119%	+$37.9M	0.03%	552
2021 Q3	$27.6M	Buy	1,738,412 +150,070	+9%	+$2.35M	0.02%	934
2021 Q2	$30.4M	Buy	1,588,342 +1,574,042	+11,007%	+$29.2M	0.02%	943
2021 Q1	$245K	Buy	+14,300	New	+$282K	﹤0.01%	4064

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

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

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Credit Suisse's SOFI Position: Q1 2024 in Review

Credit Suisse reduced its SoFi Technologies (SOFI) stake by 66% in Q1 2024, selling an estimated $15M and leaving 956,315 shares worth $6.98M. The position accounts for 0.01% of the portfolio, ranked #1106.

Credit Suisse first reported a position in SOFI in Q1 2021 and has held it in 13 quarters since. The position peaked at $60.1M in Q4 2021. 602 funds tracked by Wall St. Rank hold SOFI as of Q1 2024.

Credit Suisse held 956,315 shares of SoFi Technologies worth $6.98M as of Q1 2024.
Credit Suisse sold 1,886,217 SoFi Technologies shares in Q1 2024, an estimated $15M.
SoFi Technologies made up 0.01% of Credit Suisse's portfolio in Q1 2024, its #1106 holding.
Credit Suisse first reported a position in SoFi Technologies in Q1 2021 and has held it in 13 quarters since.
Credit Suisse's SoFi Technologies position peaked at $60.1M in Q4 2021.
602 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.