Planned Solutions’s SoundHound AI SOUN Stock Holding History

Planned Solutions’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	-1,000	Closed	-$4.66K	–	554
2024 Q3	$4.66K	Buy	+1,000	New	+$4.83K	﹤0.01%	504

Other funds holding SOUN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Planned Solutions's SOUN Position: Q4 2024 in Review

Planned Solutions sold out of SoundHound AI (SOUN) in Q4 2024, closing a stake of 1,000 shares — an estimated $4.66K sold.

Planned Solutions first reported a position in SOUN in Q3 2024 and held it in 1 quarter. The position peaked at $4.66K in Q3 2024. 407 funds tracked by Wall St. Rank hold SOUN as of Q4 2024.

Planned Solutions reported no remaining SoundHound AI position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 1,000 SoundHound AI shares in Q4 2024, an estimated $4.66K.
Planned Solutions first reported a position in SoundHound AI in Q3 2024 and held it in 1 quarter.
Planned Solutions's SoundHound AI position peaked at $4.66K in Q3 2024.
407 funds tracked by Wall St. Rank held SoundHound AI as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.