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Bartlett & Co Wealth Management’s Sonos SONO Stock Holding History

Bartlett & Co 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
2020
Q1 		– Sell
-1,200
Closed -$18.7K – 893
2019
Q4 		$18.7K Hold
1,200
– – ﹤0.01% 662
2019
Q3 		$16.1K Buy
+1,200
New +$15K ﹤0.01% 686

Other funds holding SONO

KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IVGAI
Index Venture Growth Associates I St Helier, Channel Islands, Jersey $197M AUM 24.85% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
GA
Greenspring Associates Owings Mills, Maryland $1.48B AUM 61.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bartlett & Co Wealth Management's SONO Position: Q1 2020 in Review

Bartlett & Co Wealth Management sold out of Sonos (SONO) in Q1 2020, closing a stake of 1,200 shares — an estimated $18.7K sold.

Bartlett & Co Wealth Management first reported a position in SONO in Q3 2019 and held it in 2 quarters. The position peaked at $18.7K in Q4 2019. 190 funds tracked by Wall St. Rank hold SONO as of Q1 2020.

  • Bartlett & Co Wealth Management reported no remaining Sonos position as of Q1 2020 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 1,200 Sonos shares in Q1 2020, an estimated $18.7K.
  • Bartlett & Co Wealth Management first reported a position in Sonos in Q3 2019 and held it in 2 quarters.
  • Bartlett & Co Wealth Management's Sonos position peaked at $18.7K in Q4 2019.
  • 190 funds tracked by Wall St. Rank held Sonos as of Q1 2020.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2020, filed 13 Feb 2024.