FTDI
SOND

First Trust Direct Indexing’s Sonder SOND Stock Holding History

First Trust Direct Indexing’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
-524
Closed -$5.56K – 736
2023
Q2 		$5.56K Buy
+524
New +$5.68K ﹤0.01% 709

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

First Trust Direct Indexing's SOND Position: Q3 2023 in Review

First Trust Direct Indexing sold out of Sonder (SOND) in Q3 2023, closing a stake of 524 shares — an estimated $5.56K sold.

First Trust Direct Indexing first reported a position in SOND in Q2 2023 and held it in 1 quarter. The position peaked at $5.56K in Q2 2023. 37 funds tracked by Wall St. Rank hold SOND as of Q3 2023.

  • First Trust Direct Indexing reported no remaining Sonder position as of Q3 2023 after selling out during the quarter.
  • First Trust Direct Indexing sold 524 Sonder shares in Q3 2023, an estimated $5.56K.
  • First Trust Direct Indexing first reported a position in Sonder in Q2 2023 and held it in 1 quarter.
  • First Trust Direct Indexing's Sonder position peaked at $5.56K in Q2 2023.
  • 37 funds tracked by Wall St. Rank held Sonder as of Q3 2023.

Based on First Trust Direct Indexing's 13F filing for Q3 2023, filed 30 Oct 2023.