Heritage Wealth Management (Arizona)’s Sonos SONO Stock Holding History

Heritage Wealth Management (Arizona)’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 Q4	$16.9K	Buy	1,000 +500	+100%	+$8.14K	﹤0.01%	696
2022 Q3	$7K	Hold	500	–	–	﹤0.01%	718
2022 Q2	$9.02K	Hold	500	–	–	﹤0.01%	678
2022 Q1	$14K	Buy	+500	New	+$13.3K	﹤0.01%	664
2021 Q3	$16K	Hold	500	–	–	0.01%	592
2021 Q2	$18K	Hold	500	–	–	0.01%	580
2021 Q1	$19K	Buy	+500	New	+$16.9K	0.01%	497

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

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

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

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

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

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

HRCM

Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s SONO Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Sonos (SONO) stake by 100% in Q4 2022, buying an estimated $8.14K and bringing the position to 1,000 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #696.

Heritage Wealth Management (Arizona) first reported a position in SONO in Q1 2021 and has held it in 7 quarters since. The position peaked at $19K in Q1 2021. 300 funds tracked by Wall St. Rank hold SONO as of Q4 2022.

Heritage Wealth Management (Arizona) held 1,000 shares of Sonos worth $16.9K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 500 Sonos shares in Q4 2022, an estimated $8.14K.
Sonos made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #696 holding.
Heritage Wealth Management (Arizona) first reported a position in Sonos in Q1 2021 and has held it in 7 quarters since.
Heritage Wealth Management (Arizona)'s Sonos position peaked at $19K in Q1 2021.
300 funds tracked by Wall St. Rank held Sonos as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.