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Bard Financial Services’s Sonos SONO Stock Holding History

Bard Financial Services’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
-10,750
Closed -$139K – 236
2023
Q3 		$139K Sell
10,750
-500
-4% -$7.42K 0.02% 213
2023
Q2 		$184K Hold
11,250
– – 0.01% 300
2023
Q1 		$221K Hold
11,250
– – 0.02% 291
2022
Q4 		$190K Buy
11,250
+875
+8% +$14.2K 0.02% 283
2022
Q3 		$144K Sell
10,375
-250
-2% -$4.44K 0.01% 276
2022
Q2 		$192K Sell
10,625
-375
-3% -$8.41K 0.02% 273
2022
Q1 		$310K Hold
11,000
– – 0.03% 238
2021
Q4 		$328K Hold
11,000
– – 0.03% 223
2021
Q3 		$356K Hold
11,000
– – 0.03% 208
2021
Q2 		$388K Sell
11,000
-1,000
-8% -$37.4K 0.03% 203
2021
Q1 		$450K Buy
+12,000
New +$405K 0.04% 183

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

Bard Financial Services's SONO Position: Q4 2023 in Review

Bard Financial Services sold out of Sonos (SONO) in Q4 2023, closing a stake of 10,750 shares — an estimated $139K sold.

Bard Financial Services first reported a position in SONO in Q1 2021 and held it in 11 quarters. The position peaked at $450K in Q1 2021. 257 funds tracked by Wall St. Rank hold SONO as of Q4 2023.

  • Bard Financial Services reported no remaining Sonos position as of Q4 2023 after selling out during the quarter.
  • Bard Financial Services sold 10,750 Sonos shares in Q4 2023, an estimated $139K.
  • Bard Financial Services first reported a position in Sonos in Q1 2021 and held it in 11 quarters.
  • Bard Financial Services's Sonos position peaked at $450K in Q1 2021.
  • 257 funds tracked by Wall St. Rank held Sonos as of Q4 2023.

Based on Bard Financial Services's 13F filing for Q4 2023, filed 9 Feb 2024.