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Capital Performance Advisors’s Sonos SONO Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-46
Closed -$565 – 2314
2024
Q3 		$565 Buy
+46
New +$584 ﹤0.01% 2195

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Performance Advisors's SONO Position: Q4 2024 in Review

Capital Performance Advisors sold out of Sonos (SONO) in Q4 2024, closing a stake of 46 shares — an estimated $565 sold.

Capital Performance Advisors first reported a position in SONO in Q3 2024 and held it in 1 quarter. The position peaked at $565 in Q3 2024. 276 funds tracked by Wall St. Rank hold SONO as of Q4 2024.

  • Capital Performance Advisors reported no remaining Sonos position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 46 Sonos shares in Q4 2024, an estimated $565.
  • Capital Performance Advisors first reported a position in Sonos in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Sonos position peaked at $565 in Q3 2024.
  • 276 funds tracked by Wall St. Rank held Sonos as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.