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Blue Bell Private Wealth Management’s Sonos SONO Stock Holding History

Blue Bell Private 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
2023
Q1 		– Sell
-50
Closed -$845 – 704
2022
Q4 		$845 Sell
50
-100
-67% -$1.63K ﹤0.01% 648
2022
Q3 		$2K Sell
150
-90
-38% -$1.6K ﹤0.01% 617
2022
Q2 		$4K Hold
240
– – ﹤0.01% 566
2022
Q1 		$7K Hold
240
– – ﹤0.01% 499
2021
Q4 		$7K Buy
+240
New +$7.63K ﹤0.01% 479

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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Blue Bell Private Wealth Management's SONO Position: Q1 2023 in Review

Blue Bell Private Wealth Management sold out of Sonos (SONO) in Q1 2023, closing a stake of 50 shares — an estimated $845 sold.

Blue Bell Private Wealth Management first reported a position in SONO in Q4 2021 and held it in 5 quarters. The position peaked at $7K in Q1 2022. 288 funds tracked by Wall St. Rank hold SONO as of Q1 2023.

  • Blue Bell Private Wealth Management reported no remaining Sonos position as of Q1 2023 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 50 Sonos shares in Q1 2023, an estimated $845.
  • Blue Bell Private Wealth Management first reported a position in Sonos in Q4 2021 and held it in 5 quarters.
  • Blue Bell Private Wealth Management's Sonos position peaked at $7K in Q1 2022.
  • 288 funds tracked by Wall St. Rank held Sonos as of Q1 2023.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2023, filed 8 May 2023.