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Bradley & Co Private Wealth Management’s Sonos SONO Stock Holding History

Bradley & Co 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
-1,125
Closed -$19K – 174
2022
Q4 		$19K Hold
1,125
– – 0.02% 96
2022
Q3 		$16K Buy
+1,125
New +$20K 0.02% 110

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

Bradley & Co Private Wealth Management's SONO Position: Q1 2023 in Review

Bradley & Co Private Wealth Management sold out of Sonos (SONO) in Q1 2023, closing a stake of 1,125 shares — an estimated $19K sold.

Bradley & Co Private Wealth Management first reported a position in SONO in Q3 2022 and held it in 2 quarters. The position peaked at $19K in Q4 2022. 288 funds tracked by Wall St. Rank hold SONO as of Q1 2023.

  • Bradley & Co Private Wealth Management reported no remaining Sonos position as of Q1 2023 after selling out during the quarter.
  • Bradley & Co Private Wealth Management sold 1,125 Sonos shares in Q1 2023, an estimated $19K.
  • Bradley & Co Private Wealth Management first reported a position in Sonos in Q3 2022 and held it in 2 quarters.
  • Bradley & Co Private Wealth Management's Sonos position peaked at $19K in Q4 2022.
  • 288 funds tracked by Wall St. Rank held Sonos as of Q1 2023.

Based on Bradley & Co Private Wealth Management's 13F filing for Q1 2023, filed 9 May 2023.