Bank of America
SOFO

Bank of America’s Sonic Foundry, Inc. Common Stock SOFO Stock Holding History

Bank of America’s Portfolio SOFO Stock Details SOFO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-8
Closed -$6 – 8455
2022
Q4 		$6 Buy
+8
New +$8 ﹤0.01% 8130
2018
Q4 		– Sell
-6,727
Closed -$11K – 7465
2018
Q3 		$11K Buy
6,727
+3,757
+126% +$7.36K ﹤0.01% 6660
2018
Q2 		$7K Hold
2,970
– – ﹤0.01% 6751
2018
Q1 		$7K Hold
2,970
– – ﹤0.01% 6709
2017
Q4 		$9K Buy
2,970
+1,194
+67% +$3.7K ﹤0.01% 6639
2017
Q3 		$6K Buy
1,776
+6
+0.3% +$21 ﹤0.01% 6691
2017
Q2 		$7K Buy
+1,770
New +$8K ﹤0.01% 6531
2016
Q4 		– Sell
-167
Closed -$1K – 7404
2016
Q3 		$1K Buy
+167
New +$1.01K ﹤0.01% 6993
2015
Q1 		– Sell
-1,200
Closed -$9K – 7683
2014
Q4 		$9K Buy
+1,200
New +$10.5K ﹤0.01% 7112
2014
Q1 		– Sell
-11
Closed – – 8164
2013
Q4 		$0 Sell
11
-189
-95% -$1.83K ﹤0.01% 8203
2013
Q3 		$2K Sell
200
-3
-1% -$28 ﹤0.01% 7646
2013
Q2 		$2K Buy
+203
New +$1.64K ﹤0.01% 7530

Other funds holding SOFO

RAM
Roumell Asset Management Chevy Chase, Maryland $53.3M AUM 8.91% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MHP
Manatuck Hill Partners Westport, Connecticut $370M AUM 95.53% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return

Bank of America's SOFO Position: Q1 2023 in Review

Bank of America sold out of Sonic Foundry, Inc. Common Stock (SOFO) in Q1 2023, closing a stake of 8 shares — an estimated $6 sold.

Bank of America first reported a position in SOFO in Q2 2013 and held it in 12 quarters. The position peaked at $11K in Q3 2018. 15 funds tracked by Wall St. Rank hold SOFO as of Q1 2023.

  • Bank of America reported no remaining Sonic Foundry, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • Bank of America sold 8 Sonic Foundry, Inc. Common Stock shares in Q1 2023, an estimated $6.
  • Bank of America first reported a position in Sonic Foundry, Inc. Common Stock in Q2 2013 and held it in 12 quarters.
  • Bank of America's Sonic Foundry, Inc. Common Stock position peaked at $11K in Q3 2018.
  • 15 funds tracked by Wall St. Rank held Sonic Foundry, Inc. Common Stock as of Q1 2023.

Based on Bank of America's 13F filing for Q1 2023, filed 12 May 2023.