Envestnet Asset Management
SOND

Envestnet Asset Management’s Sonder SOND Stock Holding History

Envestnet Asset Management’s Portfolio SOND Stock Details SOND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-956
Closed -$10.1K – 4147
2023
Q2 		$10.1K Sell
956
-184
-16% -$1.99K ﹤0.01% 3936
2023
Q1 		$17.3K Buy
1,140
+173
+18% +$4.01K ﹤0.01% 3935
2022
Q4 		$24K Buy
+967
New +$34.2K ﹤0.01% 3919

Other funds holding SOND

AM
Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return
VM
Valor Management Chicago, Illinois $86.2B AUM 12.66% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MCM
Moore Capital Management New York $6.74B AUM 45.87% 1-Year Est. Return
G1
Greylock 15 Menlo Park, California $85.6M AUM 199.44% 1-Year Est. Return
HP
Harbourvest Partners Boston, Massachusetts $170M AUM 34.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
GGH
GCM Grosvenor Holdings Chicago, Illinois $2.31B AUM 18.36% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Envestnet Asset Management's SOND Position: Q3 2023 in Review

Envestnet Asset Management sold out of Sonder (SOND) in Q3 2023, closing a stake of 956 shares — an estimated $10.1K sold.

Envestnet Asset Management first reported a position in SOND in Q4 2022 and held it in 3 quarters. The position peaked at $24K in Q4 2022. 37 funds tracked by Wall St. Rank hold SOND as of Q3 2023.

  • Envestnet Asset Management reported no remaining Sonder position as of Q3 2023 after selling out during the quarter.
  • Envestnet Asset Management sold 956 Sonder shares in Q3 2023, an estimated $10.1K.
  • Envestnet Asset Management first reported a position in Sonder in Q4 2022 and held it in 3 quarters.
  • Envestnet Asset Management's Sonder position peaked at $24K in Q4 2022.
  • 37 funds tracked by Wall St. Rank held Sonder as of Q3 2023.

Based on Envestnet Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.