Curi Wealth Management’s Sonos SONO Stock Holding History

Curi Wealth Management’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 Q3	–	Sell	-49	Closed	-$1K	–	614
2022 Q2	$1K	Buy	+49	New	+$1.1K	﹤0.01%	594

Other funds holding SONO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return

HRCM

Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Curi Wealth Management's SONO Position: Q3 2022 in Review

Curi Wealth Management sold out of Sonos (SONO) in Q3 2022, closing a stake of 49 shares — an estimated $1K sold.

Curi Wealth Management first reported a position in SONO in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 304 funds tracked by Wall St. Rank hold SONO as of Q3 2022.

Curi Wealth Management reported no remaining Sonos position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 49 Sonos shares in Q3 2022, an estimated $1K.
Curi Wealth Management first reported a position in Sonos in Q2 2022 and held it in 1 quarter.
Curi Wealth Management's Sonos position peaked at $1K in Q2 2022.
304 funds tracked by Wall St. Rank held Sonos as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.