Global Retirement Partners’s Sonendo, Inc. SONX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-84,000
Closed -$26K 3506
2023
Q3
$26K Hold
84,000
﹤0.01% 1543
2023
Q2
$114K Sell
84,000
-43,830
-34% -$59.6K 0.01% 888
2023
Q1
$155K Sell
127,830
-4,000
-3% -$9.07K 0.01% 765
2022
Q4
$373K Hold
131,830
0.03% 422
2022
Q3
$235K Buy
+131,830
New +$192K 0.02% 525

Other funds holding SONX

Global Retirement Partners's SONX Position: Q4 2023 in Review

Global Retirement Partners sold out of Sonendo, Inc. (SONX) in Q4 2023, closing a stake of 84,000 shares — an estimated $26K sold.

Global Retirement Partners first reported a position in SONX in Q3 2022 and held it in 5 quarters. The position peaked at $373K in Q4 2022. 6 funds tracked by Wall St. Rank hold SONX as of Q4 2023.

  • Global Retirement Partners reported no remaining Sonendo, Inc. position as of Q4 2023 after selling out during the quarter.
  • Global Retirement Partners sold 84,000 Sonendo, Inc. shares in Q4 2023, an estimated $26K.
  • Global Retirement Partners first reported a position in Sonendo, Inc. in Q3 2022 and held it in 5 quarters.
  • Global Retirement Partners's Sonendo, Inc. position peaked at $373K in Q4 2022.
  • 6 funds tracked by Wall St. Rank held Sonendo, Inc. as of Q4 2023.

Based on Global Retirement Partners's 13F filing for Q4 2023, filed 18 Jan 2024.