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Bell Investment Advisors’s Sonos SONO Stock Holding History

Bell Investment 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
Q3 		– Sell
-70
Closed -$1.14K – 1990
2023
Q2 		$1.14K Hold
70
– – ﹤0.01% 1551
2023
Q1 		$1.37K Hold
70
– – ﹤0.01% 1432
2022
Q4 		$1.18K Buy
70
+35
+100% +$570 ﹤0.01% 1505
2022
Q3 		$0 Buy
35
+12
+52% +$213 ﹤0.01% 1939
2022
Q2 		$0 Buy
+23
New +$516 ﹤0.01% 1819
2021
Q4 		– Sell
-14
Closed – – 1935
2021
Q3 		$0 Buy
+14
New +$504 ﹤0.01% 1822

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Bell Investment Advisors's SONO Position: Q3 2023 in Review

Bell Investment Advisors sold out of Sonos (SONO) in Q3 2023, closing a stake of 70 shares — an estimated $1.14K sold.

Bell Investment Advisors first reported a position in SONO in Q3 2021 and held it in 6 quarters. The position peaked at $1.37K in Q1 2023. 243 funds tracked by Wall St. Rank hold SONO as of Q3 2023.

  • Bell Investment Advisors reported no remaining Sonos position as of Q3 2023 after selling out during the quarter.
  • Bell Investment Advisors sold 70 Sonos shares in Q3 2023, an estimated $1.14K.
  • Bell Investment Advisors first reported a position in Sonos in Q3 2021 and held it in 6 quarters.
  • Bell Investment Advisors's Sonos position peaked at $1.37K in Q1 2023.
  • 243 funds tracked by Wall St. Rank held Sonos as of Q3 2023.

Based on Bell Investment Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.