FWM
SONO icon

Frontier Wealth Management’s Sonos SONO Stock Holding History

Frontier 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
Q2 		$1.17M Sell
65,100
-14,600
-18% -$327K 0.09% 165
2022
Q1 		$2.17M Buy
79,700
+8,550
+12% +$227K 0.03% 109
2021
Q4 		$2.12M Buy
71,150
+3,900
+6% +$124K 0.14% 121
2021
Q3 		$2.18M Buy
67,250
+10,639
+19% +$383K 0.15% 111
2021
Q2 		$1.99M Buy
56,611
+3,811
+7% +$143K 0.14% 118
2021
Q1 		$1.98M Sell
52,800
-20,100
-28% -$678K 0.15% 107
2020
Q4 		$1.71M Hold
72,900
– – 0.14% 115
2020
Q3 		$1.11M Sell
72,900
-5,000
-6% -$73.7K 0.1% 140
2020
Q2 		$1.14M Sell
77,900
-14,200
-15% -$151K 0.1% 129
2020
Q1 		$781K Buy
92,100
+54,600
+146% +$674K 0.13% 140
2019
Q4 		$586K Sell
37,500
-65,875
-64% -$918K 0.09% 161
2019
Q3 		$1.39M Buy
103,375
+51,625
+100% +$645K 0.2% 106
2019
Q2 		$587K Buy
51,750
+5,950
+13% +$65.3K 0.09% 173
2019
Q1 		$471K Buy
45,800
+25,200
+122% +$273K 0.06% 225
2018
Q4 		$202K Buy
+20,600
New +$258K 0.03% 326

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
CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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