Taylor Wealth Management Partners’s SoundThinking SSTI Stock Holding History

Taylor Wealth Management Partners’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
2022 Q2	$2.27M	Sell	84,541 -6,111	-7%	-$171K	1.29%	30
2022 Q1	$2.51M	Sell	90,652 -7,533	-8%	-$205K	1.02%	34
2021 Q4	$2.9M	Sell	98,185 -1,982	-2%	-$69.5K	1.02%	34
2021 Q3	$3.64M	Sell	100,167 -2,623	-3%	-$110K	1.3%	29
2021 Q2	$5.01M	Sell	102,790 -1,350	-1%	-$51.8K	1.77%	25
2021 Q1	$3.65M	Sell	104,140 -5,543	-5%	-$241K	1.33%	29
2020 Q4	$4.13M	Sell	109,683 -558	-0.5%	-$18.3K	1.59%	25
2020 Q3	$3.42M	Buy	110,241 +47	+0%	+$1.29K	1.57%	25
2020 Q2	$2.78M	Sell	110,194 -7,882	-7%	-$211K	1.41%	27
2020 Q1	$3.25M	Sell	118,076 -1,690	-1%	-$50.9K	1.99%	18
2019 Q4	$3.05M	Sell	119,766 -53,410	-31%	-$1.19M	1.41%	29
2019 Q3	$3.99M	Buy	173,176 +77,710	+81%	+$2.52M	1.86%	22
2019 Q2	$4.22M	Buy	95,466 +585	+0.6%	+$27.4K	1.97%	21
2019 Q1	$3.66M	Buy	94,881 +5	+0%	+$215	1.82%	21
2018 Q4	$2.96M	Sell	94,876 -308	-0.3%	-$11.5K	1.71%	21
2018 Q3	$5.83M	Sell	95,184 -28,466	-23%	-$1.38M	2.48%	13
2018 Q2	$4.69M	Buy	123,650 +32,145	+35%	+$1.03M	2.09%	19
2018 Q1	$2.42M	Sell	91,505 -2,445	-3%	-$46.3K	1.17%	31
2017 Q4	$1.32M	Buy	93,950 +750	+0.8%	+$11.6K	0.56%	42
2017 Q3	$1.25M	Buy	93,200 +41,224	+79%	+$493K	0.56%	42
2017 Q2	$665K	Buy	+51,976	New	+$714K	0.3%	42

Other funds holding SSTI

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

NTCM

Nine Ten Capital Management Chicago, Illinois $315M AUM 62.95% 1-Year Est. Return

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

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

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

EVR Research Richmond, Virginia $250M AUM 41.5% 1-Year Est. Return

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

MHP

Manatuck Hill Partners Westport, Connecticut $370M AUM 95.53% 1-Year Est. Return

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

Taylor Wealth Management Partners's SSTI Position: Q2 2022 in Review

Taylor Wealth Management Partners reduced its SoundThinking (SSTI) stake by 6.7% in Q2 2022, selling an estimated $171K and leaving 84,541 shares worth $2.27M. The position accounts for 1.29% of the portfolio, ranked #30.

Taylor Wealth Management Partners first reported a position in SSTI in Q2 2017 and has held it in 21 quarters since. The position peaked at $5.83M in Q3 2018. 67 funds tracked by Wall St. Rank hold SSTI as of Q2 2022.

Taylor Wealth Management Partners held 84,541 shares of SoundThinking worth $2.27M as of Q2 2022.
Taylor Wealth Management Partners sold 6,111 SoundThinking shares in Q2 2022, an estimated $171K.
SoundThinking made up 1.29% of Taylor Wealth Management Partners's portfolio in Q2 2022, its #30 holding.
Taylor Wealth Management Partners first reported a position in SoundThinking in Q2 2017 and has held it in 21 quarters since.
Taylor Wealth Management Partners's SoundThinking position peaked at $5.83M in Q3 2018.
67 funds tracked by Wall St. Rank held SoundThinking as of Q2 2022.

Based on Taylor Wealth Management Partners's 13F filing for Q2 2022, filed 12 Aug 2022.