EP Wealth Advisors’s Sonos SONO Stock Holding History

EP Wealth 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
2024 Q4	–	Sell	-20,432	Closed	-$251K	–	1314
2024 Q3	$251K	Buy	+20,432	New	+$259K	﹤0.01%	934

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EP Wealth Advisors's SONO Position: Q4 2024 in Review

EP Wealth Advisors sold out of Sonos (SONO) in Q4 2024, closing a stake of 20,432 shares — an estimated $251K sold.

EP Wealth Advisors first reported a position in SONO in Q3 2024 and held it in 1 quarter. The position peaked at $251K in Q3 2024. 276 funds tracked by Wall St. Rank hold SONO as of Q4 2024.

EP Wealth Advisors reported no remaining Sonos position as of Q4 2024 after selling out during the quarter.
EP Wealth Advisors sold 20,432 Sonos shares in Q4 2024, an estimated $251K.
EP Wealth Advisors first reported a position in Sonos in Q3 2024 and held it in 1 quarter.
EP Wealth Advisors's Sonos position peaked at $251K in Q3 2024.
276 funds tracked by Wall St. Rank held Sonos as of Q4 2024.

Based on EP Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.