Pictet Asset Management (Switzerland)’s SoFi Technologies SOFI Stock Holding History

Pictet Asset Management (Switzerland)’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
2023 Q2	$791K	Buy	94,904 +19,816	+26%	+$129K	﹤0.01%	1047
2023 Q1	$456K	Buy	75,088 +7,837	+12%	+$47.5K	﹤0.01%	1293
2022 Q4	$310K	Buy	67,251 +26,494	+65%	+$131K	﹤0.01%	1484
2022 Q3	$199K	Buy	40,757 +13,779	+51%	+$87.2K	﹤0.01%	1421
2022 Q2	$142K	Sell	26,978 -138,802	-84%	-$938K	﹤0.01%	1468
2022 Q1	$1.57M	Hold	165,780	–	–	﹤0.01%	996
2021 Q4	$2.62M	Buy	+165,780	New	+$3.04M	﹤0.01%	964

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Two Sigma Advisers New York $51.4B AUM 31.07% 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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Pictet Asset Management (Switzerland)'s SOFI Position: Q2 2023 in Review

Pictet Asset Management (Switzerland) increased its SoFi Technologies (SOFI) stake by 26% in Q2 2023, buying an estimated $129K and bringing the position to 94,904 shares worth $791K. The position accounts for ﹤0.01% of the portfolio, ranked #1047.

Pictet Asset Management (Switzerland) first reported a position in SOFI in Q4 2021 and has held it in 7 quarters since. The position peaked at $2.62M in Q4 2021. 517 funds tracked by Wall St. Rank hold SOFI as of Q2 2023.

Pictet Asset Management (Switzerland) held 94,904 shares of SoFi Technologies worth $791K as of Q2 2023.
Pictet Asset Management (Switzerland) bought 19,816 SoFi Technologies shares in Q2 2023, an estimated $129K.
SoFi Technologies made up ﹤0.01% of Pictet Asset Management (Switzerland)'s portfolio in Q2 2023, its #1047 holding.
Pictet Asset Management (Switzerland) first reported a position in SoFi Technologies in Q4 2021 and has held it in 7 quarters since.
Pictet Asset Management (Switzerland)'s SoFi Technologies position peaked at $2.62M in Q4 2021.
517 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2023.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q2 2023, filed 10 Aug 2023.