9258 Wealth Management’s Sonos SONO Stock Holding History

9258 Wealth Management’s Portfolio SONO Stock Details SONO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-11,733	Closed	-$171K	–	318
2020 Q3	$171K	Buy	+11,733	New	+$173K	0.06%	275

Other funds holding SONO

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

HRCM

Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return

Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

9258 Wealth Management's SONO Position: Q4 2020 in Review

9258 Wealth Management sold out of Sonos (SONO) in Q4 2020, closing a stake of 11,733 shares — an estimated $171K sold.

9258 Wealth Management first reported a position in SONO in Q3 2020 and held it in 1 quarter. The position peaked at $171K in Q3 2020. 286 funds tracked by Wall St. Rank hold SONO as of Q4 2020.

9258 Wealth Management reported no remaining Sonos position as of Q4 2020 after selling out during the quarter.
9258 Wealth Management sold 11,733 Sonos shares in Q4 2020, an estimated $171K.
9258 Wealth Management first reported a position in Sonos in Q3 2020 and held it in 1 quarter.
9258 Wealth Management's Sonos position peaked at $171K in Q3 2020.
286 funds tracked by Wall St. Rank held Sonos as of Q4 2020.

Based on 9258 Wealth Management's 13F filing for Q4 2020, filed 10 Feb 2021.