CA
SONO icon

Crewe Advisors’s Sonos SONO Stock Holding History

Crewe 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
Q4 		– Sell
-10
Closed -$130 – 656
2023
Q3 		$130 Buy
10
+2
+25% +$30 ﹤0.01% 504
2023
Q2 		$131 Buy
+8
New +$142 ﹤0.01% 809
2022
Q4 		– Sell
-119
Closed -$2K – 1242
2022
Q3 		$2K Hold
119
– – ﹤0.01% 1080
2022
Q2 		$2K Buy
+119
New +$2.67K ﹤0.01% 1010

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
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 $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
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

Crewe Advisors's SONO Position: Q4 2023 in Review

Crewe Advisors sold out of Sonos (SONO) in Q4 2023, closing a stake of 10 shares — an estimated $130 sold.

Crewe Advisors first reported a position in SONO in Q2 2022 and held it in 4 quarters. The position peaked at $2K in Q3 2022. 257 funds tracked by Wall St. Rank hold SONO as of Q4 2023.

  • Crewe Advisors reported no remaining Sonos position as of Q4 2023 after selling out during the quarter.
  • Crewe Advisors sold 10 Sonos shares in Q4 2023, an estimated $130.
  • Crewe Advisors first reported a position in Sonos in Q2 2022 and held it in 4 quarters.
  • Crewe Advisors's Sonos position peaked at $2K in Q3 2022.
  • 257 funds tracked by Wall St. Rank held Sonos as of Q4 2023.

Based on Crewe Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.