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Cary Street Partners Investment Advisory’s Sonos SONO Stock Holding History

Cary Street Partners Investment Advisory’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
Q4 		– Sell
-350
Closed -$4.52K – 1644
2023
Q3 		$4.52K Hold
350
– – ﹤0.01% 1516
2023
Q2 		$5.72K Hold
350
– – ﹤0.01% 1374
2023
Q1 		$6.87K Sell
350
-12
-3% -$229 ﹤0.01% 1235
2022
Q4 		$6.12K Buy
+362
New +$5.89K ﹤0.01% 1282

Other funds holding SONO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Cary Street Partners Investment Advisory's SONO Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Sonos (SONO) in Q4 2023, closing a stake of 350 shares — an estimated $4.52K sold.

Cary Street Partners Investment Advisory first reported a position in SONO in Q4 2022 and held it in 4 quarters. The position peaked at $6.87K in Q1 2023. 257 funds tracked by Wall St. Rank hold SONO as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining Sonos position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 350 Sonos shares in Q4 2023, an estimated $4.52K.
  • Cary Street Partners Investment Advisory first reported a position in Sonos in Q4 2022 and held it in 4 quarters.
  • Cary Street Partners Investment Advisory's Sonos position peaked at $6.87K in Q1 2023.
  • 257 funds tracked by Wall St. Rank held Sonos as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.