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Edge Wealth Management’s Sonos SONO Stock Holding History

Edge 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
Q1 		– Sell
-75
Closed -$2K – 400
2021
Q4 		$2K Hold
75
– – ﹤0.01% 438
2021
Q3 		$2K Hold
75
– – ﹤0.01% 452
2021
Q2 		$3K Hold
75
– – ﹤0.01% 376
2021
Q1 		$3K Sell
75
-25
-25% -$844 ﹤0.01% 367
2020
Q4 		$2K Buy
+100
New +$1.86K ﹤0.01% 328

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return

Edge Wealth Management's SONO Position: Q1 2022 in Review

Edge Wealth Management sold out of Sonos (SONO) in Q1 2022, closing a stake of 75 shares — an estimated $2K sold.

Edge Wealth Management first reported a position in SONO in Q4 2020 and held it in 5 quarters. The position peaked at $3K in Q2 2021. 349 funds tracked by Wall St. Rank hold SONO as of Q1 2022.

  • Edge Wealth Management reported no remaining Sonos position as of Q1 2022 after selling out during the quarter.
  • Edge Wealth Management sold 75 Sonos shares in Q1 2022, an estimated $2K.
  • Edge Wealth Management first reported a position in Sonos in Q4 2020 and held it in 5 quarters.
  • Edge Wealth Management's Sonos position peaked at $3K in Q2 2021.
  • 349 funds tracked by Wall St. Rank held Sonos as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.