PFM
AUUD

Phillips Financial Management’s Auddia AUUD Stock Holding History

Phillips Financial Management’s Portfolio AUUD Stock Details AUUD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-12
Closed -$9.46K – 264
2023
Q4 		$9.46K Hold
12
– – ﹤0.01% 225
2023
Q3 		$13.8K Hold
12
– – ﹤0.01% 217
2023
Q2 		$15.6K Hold
12
– – ﹤0.01% 212
2023
Q1 		$26.9K Hold
12
– – ﹤0.01% 204
2022
Q4 		$36.3K Hold
12
– – ﹤0.01% 189
2022
Q3 		$50K Buy
+12
New +$46K 0.01% 171

Other funds holding AUUD

HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Phillips Financial Management's AUUD Position: Q1 2024 in Review

Phillips Financial Management sold out of Auddia (AUUD) in Q1 2024, closing a stake of 12 shares — an estimated $9.46K sold.

Phillips Financial Management first reported a position in AUUD in Q3 2022 and held it in 6 quarters. The position peaked at $50K in Q3 2022. 4 funds tracked by Wall St. Rank hold AUUD as of Q1 2024.

  • Phillips Financial Management reported no remaining Auddia position as of Q1 2024 after selling out during the quarter.
  • Phillips Financial Management sold 12 Auddia shares in Q1 2024, an estimated $9.46K.
  • Phillips Financial Management first reported a position in Auddia in Q3 2022 and held it in 6 quarters.
  • Phillips Financial Management's Auddia position peaked at $50K in Q3 2022.
  • 4 funds tracked by Wall St. Rank held Auddia as of Q1 2024.

Based on Phillips Financial Management's 13F filing for Q1 2024, filed 23 Apr 2024.