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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
2022
Q1 		– Sell
-25,700
Closed -$406K – 4250
2021
Q4 		$406K Buy
+25,700
New +$472K ﹤0.01% 3966

Other funds holding SOFI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Sumitomo Mitsui Trust Group
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.