Avior Wealth Management’s Sonos SONO Stock Holding History

Avior 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
2024 Q2	–	Sell	-25	Closed	-$476	–	3524
2024 Q1	$476	Buy	+25	New	+$443	﹤0.01%	2581
2023 Q4	–	Sell	-700	Closed	-$9.04K	–	1657
2023 Q3	$9.04K	Hold	700	–	–	﹤0.01%	1057
2023 Q2	$11.4K	Hold	700	–	–	﹤0.01%	1006
2023 Q1	$13.7K	Hold	700	–	–	﹤0.01%	1003
2022 Q4	$11.8K	Hold	700	–	–	﹤0.01%	828
2022 Q3	$9K	Sell	700 -1,300	-65%	-$23.1K	﹤0.01%	871
2022 Q2	$36K	Buy	2,000 +200	+11%	+$4.49K	﹤0.01%	618
2022 Q1	$50K	Buy	1,800 +300	+20%	+$7.97K	﹤0.01%	593
2021 Q4	$44K	Buy	1,500 +300	+25%	+$9.54K	﹤0.01%	605
2021 Q3	$38K	Hold	1,200	–	–	﹤0.01%	584
2021 Q2	$42K	Buy	1,200 +510	+74%	+$19.1K	﹤0.01%	546
2021 Q1	$25K	Buy	+690	New	+$23.3K	﹤0.01%	615

Other funds holding SONO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CCM

Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Avior Wealth Management's SONO Position: Q2 2024 in Review

Avior Wealth Management sold out of Sonos (SONO) in Q2 2024, closing a stake of 25 shares — an estimated $476 sold.

Avior Wealth Management first reported a position in SONO in Q1 2021 and held it in 12 quarters. The position peaked at $50K in Q1 2022. 284 funds tracked by Wall St. Rank hold SONO as of Q2 2024.

Avior Wealth Management reported no remaining Sonos position as of Q2 2024 after selling out during the quarter.
Avior Wealth Management sold 25 Sonos shares in Q2 2024, an estimated $476.
Avior Wealth Management first reported a position in Sonos in Q1 2021 and held it in 12 quarters.
Avior Wealth Management's Sonos position peaked at $50K in Q1 2022.
284 funds tracked by Wall St. Rank held Sonos as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.