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Dogwood Wealth Management’s Sonos SONO Stock Holding History

Dogwood 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
2024
Q2 		– Sell
-500
Closed -$9.53K – 648
2024
Q1 		$9.53K Hold
500
– – 0.01% 191
2023
Q4 		$8.57K Buy
+500
New +$6.75K 0.01% 176

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dogwood Wealth Management's SONO Position: Q2 2024 in Review

Dogwood Wealth Management sold out of Sonos (SONO) in Q2 2024, closing a stake of 500 shares — an estimated $9.53K sold.

Dogwood Wealth Management first reported a position in SONO in Q4 2023 and held it in 2 quarters. The position peaked at $9.53K in Q1 2024. 284 funds tracked by Wall St. Rank hold SONO as of Q2 2024.

  • Dogwood Wealth Management reported no remaining Sonos position as of Q2 2024 after selling out during the quarter.
  • Dogwood Wealth Management sold 500 Sonos shares in Q2 2024, an estimated $9.53K.
  • Dogwood Wealth Management first reported a position in Sonos in Q4 2023 and held it in 2 quarters.
  • Dogwood Wealth Management's Sonos position peaked at $9.53K in Q1 2024.
  • 284 funds tracked by Wall St. Rank held Sonos as of Q2 2024.

Based on Dogwood Wealth Management's 13F filing for Q2 2024, filed 4 Mar 2025.