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Global Wealth Management Investment Advisory’s Sonos SONO Stock Holding History

Global Wealth Management Investment Advisory’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
2021
Q3 		– Sell
-50
Closed -$2K – 487
2021
Q2 		$2K Buy
+50
New +$1.87K ﹤0.01% 403
2020
Q3 		– Sell
-500
Closed -$7K – 603
2020
Q2 		$7K Buy
+500
New +$5.31K ﹤0.01% 397
2019
Q2 		– Sell
-300
Closed -$3K – 779
2019
Q1 		$3K Hold
300
– – ﹤0.01% 506
2018
Q4 		$3K Buy
+300
New +$3.76K ﹤0.01% 548

Other funds holding SONO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Global Wealth Management Investment Advisory's SONO Position: Q3 2021 in Review

Global Wealth Management Investment Advisory sold out of Sonos (SONO) in Q3 2021, closing a stake of 50 shares — an estimated $2K sold.

Global Wealth Management Investment Advisory first reported a position in SONO in Q4 2018 and held it in 4 quarters. The position peaked at $7K in Q2 2020. 362 funds tracked by Wall St. Rank hold SONO as of Q3 2021.

  • Global Wealth Management Investment Advisory reported no remaining Sonos position as of Q3 2021 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 50 Sonos shares in Q3 2021, an estimated $2K.
  • Global Wealth Management Investment Advisory first reported a position in Sonos in Q4 2018 and held it in 4 quarters.
  • Global Wealth Management Investment Advisory's Sonos position peaked at $7K in Q2 2020.
  • 362 funds tracked by Wall St. Rank held Sonos as of Q3 2021.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2021, filed 16 Nov 2021.