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Activest Wealth Management’s Sonos SONO Stock Holding History

Activest 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
2023
Q4 		– Sell
-600
Closed -$7.75K – 372
2023
Q3 		$7.75K Hold
600
– – ﹤0.01% 194
2023
Q2 		$10K Buy
+600
New +$10.6K 0.01% 171

Other funds holding SONO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Activest Wealth Management's SONO Position: Q4 2023 in Review

Activest Wealth Management sold out of Sonos (SONO) in Q4 2023, closing a stake of 600 shares — an estimated $7.75K sold.

Activest Wealth Management first reported a position in SONO in Q2 2023 and held it in 2 quarters. The position peaked at $10K in Q2 2023. 257 funds tracked by Wall St. Rank hold SONO as of Q4 2023.

  • Activest Wealth Management reported no remaining Sonos position as of Q4 2023 after selling out during the quarter.
  • Activest Wealth Management sold 600 Sonos shares in Q4 2023, an estimated $7.75K.
  • Activest Wealth Management first reported a position in Sonos in Q2 2023 and held it in 2 quarters.
  • Activest Wealth Management's Sonos position peaked at $10K in Q2 2023.
  • 257 funds tracked by Wall St. Rank held Sonos as of Q4 2023.

Based on Activest Wealth Management's 13F filing for Q4 2023, filed 19 Jan 2024.