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WR Wealth Planners’s SoundHound AI SOUN Stock Holding History

WR Wealth Planners’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 		$3.97K Sell
200
-1,630
-89% -$15.7K ﹤0.01% 741
2024
Q3 		$8.53K Hold
1,830
– – ﹤0.01% 661
2024
Q2 		$7.23K Buy
+1,830
New +$8.48K ﹤0.01% 651

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

WR Wealth Planners's SOUN Position: Q4 2024 in Review

WR Wealth Planners reduced its SoundHound AI (SOUN) stake by 89% in Q4 2024, selling an estimated $15.7K and leaving 200 shares worth $3.97K. The position accounts for ﹤0.01% of the portfolio, ranked #741.

WR Wealth Planners first reported a position in SOUN in Q2 2024 and has held it in 3 quarters since. The position peaked at $8.53K in Q3 2024. 407 funds tracked by Wall St. Rank hold SOUN as of Q4 2024.

  • WR Wealth Planners held 200 shares of SoundHound AI worth $3.97K as of Q4 2024.
  • WR Wealth Planners sold 1,630 SoundHound AI shares in Q4 2024, an estimated $15.7K.
  • SoundHound AI made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #741 holding.
  • WR Wealth Planners first reported a position in SoundHound AI in Q2 2024 and has held it in 3 quarters since.
  • WR Wealth Planners's SoundHound AI position peaked at $8.53K in Q3 2024.
  • 407 funds tracked by Wall St. Rank held SoundHound AI as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.