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Financial Synergies Wealth Advisors’s Sonos SONO Stock Holding History

Financial Synergies 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
Q1 		– Sell
-5
Closed -$85 – 549
2023
Q4 		$85 Hold
5
– – ﹤0.01% 452
2023
Q3 		$65 Hold
5
– – ﹤0.01% 496
2023
Q2 		$82 Hold
5
– – ﹤0.01% 492
2023
Q1 		$99 Hold
5
– – ﹤0.01% 489
2022
Q4 		$85 Buy
5
+2
+67% +$33 ﹤0.01% 452
2022
Q3 		$42 Hold
3
– – ﹤0.01% 463
2022
Q2 		$55 Buy
+3
New +$67 ﹤0.01% 487

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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

Financial Synergies Wealth Advisors's SONO Position: Q1 2024 in Review

Financial Synergies Wealth Advisors sold out of Sonos (SONO) in Q1 2024, closing a stake of 5 shares — an estimated $85 sold.

Financial Synergies Wealth Advisors first reported a position in SONO in Q2 2022 and held it in 7 quarters. The position peaked at $99 in Q1 2023. 282 funds tracked by Wall St. Rank hold SONO as of Q1 2024.

  • Financial Synergies Wealth Advisors reported no remaining Sonos position as of Q1 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 5 Sonos shares in Q1 2024, an estimated $85.
  • Financial Synergies Wealth Advisors first reported a position in Sonos in Q2 2022 and held it in 7 quarters.
  • Financial Synergies Wealth Advisors's Sonos position peaked at $99 in Q1 2023.
  • 282 funds tracked by Wall St. Rank held Sonos as of Q1 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q1 2024, filed 12 Apr 2024.