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Briaud Financial Planning’s SoundHound AI SOUN Stock Holding History

Briaud Financial Planning’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
2024
Q4 		– Sell
-19,880
Closed -$92K – 205
2024
Q3 		$92K Buy
+19,880
New +$96.1K 0.05% 45

Other funds holding SOUN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Briaud Financial Planning's SOUN Position: Q4 2024 in Review

Briaud Financial Planning sold out of SoundHound AI (SOUN) in Q4 2024, closing a stake of 19,880 shares — an estimated $92K sold.

Briaud Financial Planning first reported a position in SOUN in Q3 2024 and held it in 1 quarter. The position peaked at $92K in Q3 2024. 407 funds tracked by Wall St. Rank hold SOUN as of Q4 2024.

  • Briaud Financial Planning reported no remaining SoundHound AI position as of Q4 2024 after selling out during the quarter.
  • Briaud Financial Planning sold 19,880 SoundHound AI shares in Q4 2024, an estimated $92K.
  • Briaud Financial Planning first reported a position in SoundHound AI in Q3 2024 and held it in 1 quarter.
  • Briaud Financial Planning's SoundHound AI position peaked at $92K in Q3 2024.
  • 407 funds tracked by Wall St. Rank held SoundHound AI as of Q4 2024.

Based on Briaud Financial Planning's 13F filing for Q4 2024, filed 7 Feb 2025.