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Harbor Investment Advisory’s SOPHiA GENETICS SOPH Stock Holding History

Harbor Investment Advisory’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
2022
Q2 		– Sell
-1,439
Closed -$11K – 1401
2022
Q1 		$11K Hold
1,439
– – ﹤0.01% 1041
2021
Q4 		$20K Buy
+1,439
New +$21.2K ﹤0.01% 936

Other funds holding SOPH

GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
PHS
PFM Health Sciences San Francisco, California $1.1B AUM 57.92% 1-Year Est. Return
AWA
Alta Wealth Advisors Woburn, Massachusetts $308M AUM 27.87% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
GE
General Electric Evendale, Ohio $369M AUM 19.65% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
PVI
Pura Vida Investments New York $14.9M AUM 38.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Harbor Investment Advisory's SOPH Position: Q2 2022 in Review

Harbor Investment Advisory sold out of SOPHiA GENETICS (SOPH) in Q2 2022, closing a stake of 1,439 shares — an estimated $11K sold.

Harbor Investment Advisory first reported a position in SOPH in Q4 2021 and held it in 2 quarters. The position peaked at $20K in Q4 2021. 34 funds tracked by Wall St. Rank hold SOPH as of Q2 2022.

  • Harbor Investment Advisory reported no remaining SOPHiA GENETICS position as of Q2 2022 after selling out during the quarter.
  • Harbor Investment Advisory sold 1,439 SOPHiA GENETICS shares in Q2 2022, an estimated $11K.
  • Harbor Investment Advisory first reported a position in SOPHiA GENETICS in Q4 2021 and held it in 2 quarters.
  • Harbor Investment Advisory's SOPHiA GENETICS position peaked at $20K in Q4 2021.
  • 34 funds tracked by Wall St. Rank held SOPHiA GENETICS as of Q2 2022.

Based on Harbor Investment Advisory's 13F filing for Q2 2022, filed 18 Jul 2022.