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Artemis Wealth Advisors’s Sonos SONO Stock Holding History

Artemis Wealth Advisors’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
Q1 		– Sell
-37
Closed -$625 – 85
2022
Q4 		$625 Sell
37
-677
-95% -$11K ﹤0.01% 78
2022
Q3 		$9.93K Hold
714
– – ﹤0.01% 76
2022
Q2 		$41 Buy
+714
New +$16K ﹤0.01% 130

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
CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Artemis Wealth Advisors's SONO Position: Q1 2023 in Review

Artemis Wealth Advisors sold out of Sonos (SONO) in Q1 2023, closing a stake of 37 shares — an estimated $625 sold.

Artemis Wealth Advisors first reported a position in SONO in Q2 2022 and held it in 3 quarters. The position peaked at $9.93K in Q3 2022. 288 funds tracked by Wall St. Rank hold SONO as of Q1 2023.

  • Artemis Wealth Advisors reported no remaining Sonos position as of Q1 2023 after selling out during the quarter.
  • Artemis Wealth Advisors sold 37 Sonos shares in Q1 2023, an estimated $625.
  • Artemis Wealth Advisors first reported a position in Sonos in Q2 2022 and held it in 3 quarters.
  • Artemis Wealth Advisors's Sonos position peaked at $9.93K in Q3 2022.
  • 288 funds tracked by Wall St. Rank held Sonos as of Q1 2023.

Based on Artemis Wealth Advisors's 13F filing for Q1 2023, filed 28 Apr 2023.