A detailed history of Ubs Asset Management Americas Inc transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Ubs Asset Management Americas Inc holds 2,139,142 shares of SOFI stock, worth $35.5 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,139,142
Previous 2,368,972 9.7%
Holding current value
$35.5 Million
Previous $15.7 Million 7.38%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$6.32 - $8.19 $1.45 Million - $1.88 Million
-229,830 Reduced 9.7%
2,139,142 $16.8 Million
Q2 2024

Aug 13, 2024

BUY
$6.32 - $7.89 $6.48 Million - $8.09 Million
1,025,308 Added 76.31%
2,368,972 $15.7 Million
Q4 2023

Feb 14, 2024

BUY
$6.62 - $10.32 $135,412 - $211,095
20,455 Added 1.55%
1,343,664 $13.4 Million
Q3 2023

Nov 13, 2023

BUY
$7.4 - $11.45 $2.51 Million - $3.88 Million
338,891 Added 34.43%
1,323,209 $10.6 Million
Q1 2023

May 15, 2023

SELL
$4.5 - $7.72 $109,935 - $188,599
-24,430 Reduced 2.42%
984,318 $5.97 Million
Q4 2022

Feb 14, 2023

BUY
$4.3 - $5.95 $297,211 - $411,258
69,119 Added 7.36%
1,008,748 $4.65 Million
Q3 2022

Nov 14, 2022

SELL
$4.84 - $8.23 $192,423 - $327,200
-39,757 Reduced 4.06%
939,629 $4.59 Million
Q2 2022

Aug 12, 2022

SELL
$5.25 - $9.77 $728,196 - $1.36 Million
-138,704 Reduced 12.41%
979,386 $5.16 Million
Q1 2022

May 16, 2022

BUY
$7.93 - $15.68 $230,659 - $456,084
29,087 Added 2.67%
1,118,090 $10.6 Million
Q4 2021

Feb 14, 2022

BUY
$14.27 - $23.29 $15.5 Million - $25.4 Million
1,089,003 New
1,089,003 $17.2 Million

Others Institutions Holding SOFI

About SoFi Technologies, Inc.


  • Ticker SOFI
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Credit Services
  • Shares Outstandng 799,630,016
  • Market Cap $13.3B
  • Description
  • SoFi Technologies, Inc. provides digital financial services. It operates through three segments: Lending, Technology Platform, and Financial Services. The company's lending and financial services and products allows its members to borrow, save, spend, invest, and protect their money. It offers student loans; personal loans for debt consolidation...
More about SOFI
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