Advisory Research’s SoundHound AI SOUN Stock Holding History

Advisory Research’s Portfolio SOUN Stock Details SOUN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-90,726	Closed	-$413K	–	481
2023 Q2	$413K	Buy	+90,726	New	+$270K	0.05%	322

Other funds holding SOUN

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

IECM

Intrinsic Edge Capital Management Chicago, Illinois $603M AUM 66.97% 1-Year Est. Return

ACG

Anchorage Capital Group New York $436M AUM 38.51% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Advisory Research's SOUN Position: Q3 2023 in Review

Advisory Research sold out of SoundHound AI (SOUN) in Q3 2023, closing a stake of 90,726 shares — an estimated $413K sold.

Advisory Research first reported a position in SOUN in Q2 2023 and held it in 1 quarter. The position peaked at $413K in Q2 2023. 118 funds tracked by Wall St. Rank hold SOUN as of Q3 2023.

Advisory Research reported no remaining SoundHound AI position as of Q3 2023 after selling out during the quarter.
Advisory Research sold 90,726 SoundHound AI shares in Q3 2023, an estimated $413K.
Advisory Research first reported a position in SoundHound AI in Q2 2023 and held it in 1 quarter.
Advisory Research's SoundHound AI position peaked at $413K in Q2 2023.
118 funds tracked by Wall St. Rank held SoundHound AI as of Q3 2023.

Based on Advisory Research's 13F filing for Q3 2023, filed 13 Nov 2023.