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Avitas Wealth Management’s Sonos SONO Stock Holding History

Avitas 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
2022
Q2 		– Sell
-40,305
Closed -$1.14M – 225
2022
Q1 		$1.14M Sell
40,305
-32,949
-45% -$875K 0.21% 117
2021
Q4 		$2.18M Buy
73,254
+1,460
+2% +$46.4K 0.37% 94
2021
Q3 		$2.32M Sell
71,794
-536
-0.7% -$19.3K 0.42% 93
2021
Q2 		$2.55M Sell
72,330
-18,434
-20% -$690K 0.45% 87
2021
Q1 		$3.4M Sell
90,764
-3,907
-4% -$132K 0.67% 51
2020
Q4 		$2.21M Buy
94,671
+491
+0.5% +$9.15K 0.45% 94
2020
Q3 		$1.43M Buy
94,180
+370
+0.4% +$5.45K 0.4% 99
2020
Q2 		$1.37M Buy
+93,810
New +$997K 0.46% 87

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return

Avitas Wealth Management's SONO Position: Q2 2022 in Review

Avitas Wealth Management sold out of Sonos (SONO) in Q2 2022, closing a stake of 40,305 shares — an estimated $1.14M sold.

Avitas Wealth Management first reported a position in SONO in Q2 2020 and held it in 8 quarters. The position peaked at $3.4M in Q1 2021. 342 funds tracked by Wall St. Rank hold SONO as of Q2 2022.

  • Avitas Wealth Management reported no remaining Sonos position as of Q2 2022 after selling out during the quarter.
  • Avitas Wealth Management sold 40,305 Sonos shares in Q2 2022, an estimated $1.14M.
  • Avitas Wealth Management first reported a position in Sonos in Q2 2020 and held it in 8 quarters.
  • Avitas Wealth Management's Sonos position peaked at $3.4M in Q1 2021.
  • 342 funds tracked by Wall St. Rank held Sonos as of Q2 2022.

Based on Avitas Wealth Management's 13F filing for Q2 2022, filed 29 Jul 2022.