Legacy Financial Group (Iowa)
SOUN icon

Legacy Financial Group (Iowa)’s SoundHound AI SOUN Stock Holding History

Legacy Financial Group (Iowa)’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
Q4 		– Sell
-1,000
Closed -$2.01K – 437
2023
Q3 		$2.01K Buy
+1,000
New +$2.54K ﹤0.01% 468

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
IECM
Intrinsic Edge Capital Management Chicago, Illinois $603M AUM 66.97% 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
NC
Nvidia Corp Santa Clara, California $18.4B AUM 362.26% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legacy Financial Group (Iowa)'s SOUN Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of SoundHound AI (SOUN) in Q4 2023, closing a stake of 1,000 shares — an estimated $2.01K sold.

Legacy Financial Group (Iowa) first reported a position in SOUN in Q3 2023 and held it in 1 quarter. The position peaked at $2.01K in Q3 2023. 144 funds tracked by Wall St. Rank hold SOUN as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining SoundHound AI position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 1,000 SoundHound AI shares in Q4 2023, an estimated $2.01K.
  • Legacy Financial Group (Iowa) first reported a position in SoundHound AI in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s SoundHound AI position peaked at $2.01K in Q3 2023.
  • 144 funds tracked by Wall St. Rank held SoundHound AI as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.