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Concord Wealth Partners’s Sonos SONO Stock Holding History

Concord Wealth Partners’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
2025
Q1 		– Sell
-32
Closed -$481 – 955
2024
Q4 		$481 Hold
32
– – ﹤0.01% 862
2024
Q3 		$393 Buy
+32
New +$406 ﹤0.01% 909

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CCM
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TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Concord Wealth Partners's SONO Position: Q1 2025 in Review

Concord Wealth Partners sold out of Sonos (SONO) in Q1 2025, closing a stake of 32 shares — an estimated $481 sold.

Concord Wealth Partners first reported a position in SONO in Q3 2024 and held it in 2 quarters. The position peaked at $481 in Q4 2024. 276 funds tracked by Wall St. Rank hold SONO as of Q1 2025.

  • Concord Wealth Partners reported no remaining Sonos position as of Q1 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 32 Sonos shares in Q1 2025, an estimated $481.
  • Concord Wealth Partners first reported a position in Sonos in Q3 2024 and held it in 2 quarters.
  • Concord Wealth Partners's Sonos position peaked at $481 in Q4 2024.
  • 276 funds tracked by Wall St. Rank held Sonos as of Q1 2025.

Based on Concord Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.