Carolinas Wealth Consulting’s Sonos SONO Stock Holding History

Carolinas Wealth Consulting’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 Q2	–	Sell	-200	Closed	-$3.81K	–	1074
2024 Q1	$3.81K	Hold	200	–	–	﹤0.01%	688
2023 Q4	$3.43K	Hold	200	–	–	﹤0.01%	678
2023 Q3	$2.16K	Hold	200	–	–	﹤0.01%	735
2023 Q2	$3.27K	Hold	200	–	–	﹤0.01%	746
2023 Q1	$3.92K	Hold	200	–	–	﹤0.01%	727
2022 Q4	$3.38K	Sell	200 -32	-14%	-$521	﹤0.01%	742
2022 Q3	$3K	Hold	232	–	–	﹤0.01%	739
2022 Q2	$4K	Hold	232	–	–	﹤0.01%	697
2022 Q1	$7K	Hold	232	–	–	﹤0.01%	665
2021 Q4	$7K	Hold	232	–	–	﹤0.01%	671
2021 Q3	$8K	Hold	232	–	–	﹤0.01%	614
2021 Q2	$8K	Hold	232	–	–	﹤0.01%	638
2021 Q1	$9K	Hold	232	–	–	﹤0.01%	636
2020 Q4	$5K	Hold	232	–	–	﹤0.01%	653
2020 Q3	$4K	Hold	232	–	–	﹤0.01%	608
2020 Q2	$3K	Buy	+232	New	+$2.46K	﹤0.01%	464

Other funds holding SONO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CCM

Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Carolinas Wealth Consulting's SONO Position: Q2 2024 in Review

Carolinas Wealth Consulting sold out of Sonos (SONO) in Q2 2024, closing a stake of 200 shares — an estimated $3.81K sold.

Carolinas Wealth Consulting first reported a position in SONO in Q2 2020 and held it in 16 quarters. The position peaked at $9K in Q1 2021. 284 funds tracked by Wall St. Rank hold SONO as of Q2 2024.

Carolinas Wealth Consulting reported no remaining Sonos position as of Q2 2024 after selling out during the quarter.
Carolinas Wealth Consulting sold 200 Sonos shares in Q2 2024, an estimated $3.81K.
Carolinas Wealth Consulting first reported a position in Sonos in Q2 2020 and held it in 16 quarters.
Carolinas Wealth Consulting's Sonos position peaked at $9K in Q1 2021.
284 funds tracked by Wall St. Rank held Sonos as of Q2 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2024, filed 12 Aug 2024.