AF
SONX

Allworth Financial’s Sonendo, Inc. SONX Stock Holding History

Allworth Financial’s Portfolio SONX Stock Details SONX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-100
Closed -$75 – 3674
2023
Q3 		$75 Hold
100
– – ﹤0.01% 3358
2023
Q2 		$136 Hold
100
– – ﹤0.01% 3152
2023
Q1 		$200 Buy
+100
New +$227 ﹤0.01% 3010

Other funds holding SONX

FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
GIP
Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

Allworth Financial's SONX Position: Q4 2023 in Review

Allworth Financial sold out of Sonendo, Inc. (SONX) in Q4 2023, closing a stake of 100 shares — an estimated $75 sold.

Allworth Financial first reported a position in SONX in Q1 2023 and held it in 3 quarters. The position peaked at $200 in Q1 2023. 6 funds tracked by Wall St. Rank hold SONX as of Q4 2023.

  • Allworth Financial reported no remaining Sonendo, Inc. position as of Q4 2023 after selling out during the quarter.
  • Allworth Financial sold 100 Sonendo, Inc. shares in Q4 2023, an estimated $75.
  • Allworth Financial first reported a position in Sonendo, Inc. in Q1 2023 and held it in 3 quarters.
  • Allworth Financial's Sonendo, Inc. position peaked at $200 in Q1 2023.
  • 6 funds tracked by Wall St. Rank held Sonendo, Inc. as of Q4 2023.

Based on Allworth Financial's 13F filing for Q4 2023, filed 24 Jan 2024.