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CarsonAllaria Wealth Management’s SoundThinking SSTI Stock Holding History

CarsonAllaria Wealth Management’s Portfolio SSTI Stock Details SSTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-45
Closed -$522 – 388
2024
Q3 		$522 Hold
45
– – ﹤0.01% 378
2024
Q2 		$548 Hold
45
– – ﹤0.01% 361
2024
Q1 		$715 Hold
45
– – ﹤0.01% 373
2023
Q4 		$1.15K Hold
45
– – ﹤0.01% 326
2023
Q3 		$806 Hold
45
– – ﹤0.01% 339
2023
Q2 		$984 Buy
+45
New +$1.18K ﹤0.01% 354

Other funds holding SSTI

Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KAM
Kopion Asset Management Mckinney, Texas $158M AUM 11.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
ER
EVR Research Richmond, Virginia $250M AUM 41.5% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CarsonAllaria Wealth Management's SSTI Position: Q4 2024 in Review

CarsonAllaria Wealth Management sold out of SoundThinking (SSTI) in Q4 2024, closing a stake of 45 shares — an estimated $522 sold.

CarsonAllaria Wealth Management first reported a position in SSTI in Q2 2023 and held it in 6 quarters. The position peaked at $1.15K in Q4 2023. 84 funds tracked by Wall St. Rank hold SSTI as of Q4 2024.

  • CarsonAllaria Wealth Management reported no remaining SoundThinking position as of Q4 2024 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 45 SoundThinking shares in Q4 2024, an estimated $522.
  • CarsonAllaria Wealth Management first reported a position in SoundThinking in Q2 2023 and held it in 6 quarters.
  • CarsonAllaria Wealth Management's SoundThinking position peaked at $1.15K in Q4 2023.
  • 84 funds tracked by Wall St. Rank held SoundThinking as of Q4 2024.

Based on CarsonAllaria Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.