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SOPH icon

NewEdge Advisors’s SOPHiA GENETICS SOPH Stock Holding History

NewEdge 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
2025
Q1 		– Sell
-2,588
Closed -$7.95K – 4099
2024
Q4 		$7.95K Hold
2,588
– – ﹤0.01% 3096
2024
Q3 		$9.45K Hold
2,588
– – ﹤0.01% 2956
2024
Q2 		$11.9K Sell
2,588
-1,373
-35% -$6.7K ﹤0.01% 2795
2024
Q1 		$19.5K Buy
3,961
+1,971
+99% +$9.52K ﹤0.01% 2636
2023
Q4 		$9.37K Buy
1,990
+1,373
+223% +$5.13K ﹤0.01% 2881
2023
Q3 		$1.57K Buy
+617
New +$1.96K ﹤0.01% 3098

Other funds holding SOPH

UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
AWA
Alta Wealth Advisors Woburn, Massachusetts $308M AUM 27.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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 $6.91B AUM 19.7% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

NewEdge Advisors's SOPH Position: Q1 2025 in Review

NewEdge Advisors sold out of SOPHiA GENETICS (SOPH) in Q1 2025, closing a stake of 2,588 shares — an estimated $7.95K sold.

NewEdge Advisors first reported a position in SOPH in Q3 2023 and held it in 6 quarters. The position peaked at $19.5K in Q1 2024. 32 funds tracked by Wall St. Rank hold SOPH as of Q1 2025.

  • NewEdge Advisors reported no remaining SOPHiA GENETICS position as of Q1 2025 after selling out during the quarter.
  • NewEdge Advisors sold 2,588 SOPHiA GENETICS shares in Q1 2025, an estimated $7.95K.
  • NewEdge Advisors first reported a position in SOPHiA GENETICS in Q3 2023 and held it in 6 quarters.
  • NewEdge Advisors's SOPHiA GENETICS position peaked at $19.5K in Q1 2024.
  • 32 funds tracked by Wall St. Rank held SOPHiA GENETICS as of Q1 2025.

Based on NewEdge Advisors's 13F filing for Q1 2025, filed 15 May 2025.