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CFS Investment Advisory Services’s Sonos SONO Stock Holding History

CFS Investment Advisory Services’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
2022
Q2 		– Sell
-56,440
Closed -$2K – 490
2022
Q1 		$2K Buy
+56,440
New +$1.5M 0.01% 297

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CCM
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return

CFS Investment Advisory Services's SONO Position: Q2 2022 in Review

CFS Investment Advisory Services sold out of Sonos (SONO) in Q2 2022, closing a stake of 56,440 shares — an estimated $2K sold.

CFS Investment Advisory Services first reported a position in SONO in Q1 2022 and held it in 1 quarter. The position peaked at $2K in Q1 2022. 342 funds tracked by Wall St. Rank hold SONO as of Q2 2022.

  • CFS Investment Advisory Services reported no remaining Sonos position as of Q2 2022 after selling out during the quarter.
  • CFS Investment Advisory Services sold 56,440 Sonos shares in Q2 2022, an estimated $2K.
  • CFS Investment Advisory Services first reported a position in Sonos in Q1 2022 and held it in 1 quarter.
  • CFS Investment Advisory Services's Sonos position peaked at $2K in Q1 2022.
  • 342 funds tracked by Wall St. Rank held Sonos as of Q2 2022.

Based on CFS Investment Advisory Services's 13F filing for Q2 2022, filed 16 Aug 2022.