SCA
SOFO

Snowden Capital Advisors’s Sonic Foundry, Inc. Common Stock SOFO Stock Holding History

Snowden Capital Advisors’s Portfolio SOFO Stock Details SOFO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-12,000
Closed -$10.6K – 1214
2023
Q2 		$10.6K Buy
12,000
+2,000
+20% +$1.79K ﹤0.01% 1168
2023
Q1 		$8.74K Buy
+10,000
New +$8.98K ﹤0.01% 1144

Other funds holding SOFO

RAM
Roumell Asset Management Chevy Chase, Maryland $53.3M AUM 8.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MHP
Manatuck Hill Partners Westport, Connecticut $370M AUM 95.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Snowden Capital Advisors's SOFO Position: Q3 2023 in Review

Snowden Capital Advisors sold out of Sonic Foundry, Inc. Common Stock (SOFO) in Q3 2023, closing a stake of 12,000 shares — an estimated $10.6K sold.

Snowden Capital Advisors first reported a position in SOFO in Q1 2023 and held it in 2 quarters. The position peaked at $10.6K in Q2 2023. 13 funds tracked by Wall St. Rank hold SOFO as of Q3 2023.

  • Snowden Capital Advisors reported no remaining Sonic Foundry, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
  • Snowden Capital Advisors sold 12,000 Sonic Foundry, Inc. Common Stock shares in Q3 2023, an estimated $10.6K.
  • Snowden Capital Advisors first reported a position in Sonic Foundry, Inc. Common Stock in Q1 2023 and held it in 2 quarters.
  • Snowden Capital Advisors's Sonic Foundry, Inc. Common Stock position peaked at $10.6K in Q2 2023.
  • 13 funds tracked by Wall St. Rank held Sonic Foundry, Inc. Common Stock as of Q3 2023.

Based on Snowden Capital Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.