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Berman Capital Advisors’s Sonos SONO Stock Holding History

Berman Capital 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
2021
Q3 		$1K Buy
53
+10
+23% +$360 ﹤0.01% 1954
2021
Q2 		$1K Buy
43
+17
+65% +$636 ﹤0.01% 1802
2021
Q1 		$0 Buy
26
+4
+18% +$135 ﹤0.01% 1894
2020
Q4 		$0 Buy
+22
New +$410 ﹤0.01% 1816

Other funds holding SONO

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
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
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Berman Capital Advisors's SONO Position: Q3 2021 in Review

Berman Capital Advisors increased its Sonos (SONO) stake by 23% in Q3 2021, buying an estimated $360 and bringing the position to 53 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1954.

Berman Capital Advisors first reported a position in SONO in Q4 2020 and has held it in 4 quarters since. 362 funds tracked by Wall St. Rank hold SONO as of Q3 2021.

  • Berman Capital Advisors held 53 shares of Sonos worth $1K as of Q3 2021.
  • Berman Capital Advisors bought 10 Sonos shares in Q3 2021, an estimated $360.
  • Sonos made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1954 holding.
  • Berman Capital Advisors first reported a position in Sonos in Q4 2020 and has held it in 4 quarters since.
  • 362 funds tracked by Wall St. Rank held Sonos as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.