HC Financial Advisors’s Sonos SONO Stock Holding History

HC Financial 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
2022 Q2	$13K	Buy	700 +500	+250%	+$11.2K	0.01%	218
2022 Q1	$6K	Hold	200	–	–	﹤0.01%	264
2021 Q4	$6K	Hold	200	–	–	﹤0.01%	273
2021 Q3	$6K	Hold	200	–	–	﹤0.01%	267
2021 Q2	$7K	Hold	200	–	–	﹤0.01%	269
2021 Q1	$7K	Hold	200	–	–	﹤0.01%	279
2020 Q4	$5K	Hold	200	–	–	﹤0.01%	307
2020 Q3	$3K	Hold	200	–	–	﹤0.01%	338
2020 Q2	$3K	Hold	200	–	–	﹤0.01%	317
2020 Q1	$2K	Buy	+200	New	+$2.47K	﹤0.01%	362

Other funds holding SONO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return

HC Financial Advisors's SONO Position: Q2 2022 in Review

HC Financial Advisors increased its Sonos (SONO) stake by 250% in Q2 2022, buying an estimated $11.2K and bringing the position to 700 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #218.

HC Financial Advisors first reported a position in SONO in Q1 2020 and has held it in 10 quarters since. 342 funds tracked by Wall St. Rank hold SONO as of Q2 2022.

HC Financial Advisors held 700 shares of Sonos worth $13K as of Q2 2022.
HC Financial Advisors bought 500 Sonos shares in Q2 2022, an estimated $11.2K.
Sonos made up 0.01% of HC Financial Advisors's portfolio in Q2 2022, its #218 holding.
HC Financial Advisors first reported a position in Sonos in Q1 2020 and has held it in 10 quarters since.
342 funds tracked by Wall St. Rank held Sonos as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.