Herold Advisors’s Sonos SONO Stock Holding History

Herold 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	–	Sell	-200	Closed	-$5.64K	–	597
2022 Q1	$5.64K	Buy	+200	New	+$5.31K	﹤0.01%	667
2021 Q4	–	Sell	-200	Closed	-$6K	–	574
2021 Q3	$6K	Buy	+200	New	+$7.21K	﹤0.01%	654

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

Herold Advisors's SONO Position: Q2 2022 in Review

Herold Advisors sold out of Sonos (SONO) in Q2 2022, closing a stake of 200 shares — an estimated $5.64K sold.

Herold Advisors first reported a position in SONO in Q3 2021 and held it in 2 quarters. The position peaked at $6K in Q3 2021. 342 funds tracked by Wall St. Rank hold SONO as of Q2 2022.

Herold Advisors reported no remaining Sonos position as of Q2 2022 after selling out during the quarter.
Herold Advisors sold 200 Sonos shares in Q2 2022, an estimated $5.64K.
Herold Advisors first reported a position in Sonos in Q3 2021 and held it in 2 quarters.
Herold Advisors's Sonos position peaked at $6K in Q3 2021.
342 funds tracked by Wall St. Rank held Sonos as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.