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Clearview Wealth Advisors’s Sonos SONO Stock Holding History

Clearview Wealth 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
2023
Q2 		– Sell
-20
Closed -$392 – 729
2023
Q1 		$392 Hold
20
– – ﹤0.01% 625
2022
Q4 		$338 Sell
20
-80
-80% -$1.3K ﹤0.01% 575
2022
Q3 		$1K Hold
100
– – ﹤0.01% 553
2022
Q2 		$2K Sell
100
-461
-82% -$10.3K ﹤0.01% 508
2022
Q1 		$16K Hold
561
– – 0.01% 324
2021
Q4 		$17K Hold
561
– – 0.01% 350
2021
Q3 		$18K Buy
561
+100
+22% +$3.6K 0.01% 352
2021
Q2 		$16K Hold
461
– – 0.01% 366
2021
Q1 		$17K Hold
461
– – 0.01% 356
2020
Q4 		$11K Buy
+461
New +$8.6K 0.01% 369

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
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Clearview Wealth Advisors's SONO Position: Q2 2023 in Review

Clearview Wealth Advisors sold out of Sonos (SONO) in Q2 2023, closing a stake of 20 shares — an estimated $392 sold.

Clearview Wealth Advisors first reported a position in SONO in Q4 2020 and held it in 10 quarters. The position peaked at $18K in Q3 2021. 264 funds tracked by Wall St. Rank hold SONO as of Q2 2023.

  • Clearview Wealth Advisors reported no remaining Sonos position as of Q2 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 20 Sonos shares in Q2 2023, an estimated $392.
  • Clearview Wealth Advisors first reported a position in Sonos in Q4 2020 and held it in 10 quarters.
  • Clearview Wealth Advisors's Sonos position peaked at $18K in Q3 2021.
  • 264 funds tracked by Wall St. Rank held Sonos as of Q2 2023.

Based on Clearview Wealth Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.