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BSW Wealth Partners’s SoundHound AI SOUN Stock Holding History

BSW Wealth Partners’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
Q1 		– Sell
-12,601
Closed -$26.7K – 317
2023
Q4 		$26.7K Hold
12,601
– – 0.01% 274
2023
Q3 		$25.3K Buy
12,601
+331
+3% +$842 0.01% 247
2023
Q2 		$55.8K Buy
+12,270
New +$36.5K 0.01% 276

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
GAA
Global Assets Advisory Orlando, Florida $349M AUM 24.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NC
Nvidia Corp Santa Clara, California $18.4B AUM 362.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

BSW Wealth Partners's SOUN Position: Q1 2024 in Review

BSW Wealth Partners sold out of SoundHound AI (SOUN) in Q1 2024, closing a stake of 12,601 shares — an estimated $26.7K sold.

BSW Wealth Partners first reported a position in SOUN in Q2 2023 and held it in 3 quarters. The position peaked at $55.8K in Q2 2023. 243 funds tracked by Wall St. Rank hold SOUN as of Q1 2024.

  • BSW Wealth Partners reported no remaining SoundHound AI position as of Q1 2024 after selling out during the quarter.
  • BSW Wealth Partners sold 12,601 SoundHound AI shares in Q1 2024, an estimated $26.7K.
  • BSW Wealth Partners first reported a position in SoundHound AI in Q2 2023 and held it in 3 quarters.
  • BSW Wealth Partners's SoundHound AI position peaked at $55.8K in Q2 2023.
  • 243 funds tracked by Wall St. Rank held SoundHound AI as of Q1 2024.

Based on BSW Wealth Partners's 13F filing for Q1 2024, filed 23 Apr 2024.