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Holistic Financial Partners’s Sonos SONO Stock Holding History

Holistic Financial Partners’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
-7,451
Closed -$210K – 114
2022
Q1 		$210K Hold
7,451
– – 0.13% 104
2021
Q4 		$222K Hold
7,451
– – 0.13% 103
2021
Q3 		$241K Sell
7,451
-3,024
-29% -$109K 0.15% 93
2021
Q2 		$369K Hold
10,475
– – 0.22% 65
2021
Q1 		$392K Hold
10,475
– – 0.26% 54
2020
Q4 		$245K Hold
10,475
– – 0.17% 86
2020
Q3 		$159K Buy
+10,475
New +$154K 0.13% 86

Other funds holding SONO

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return

Holistic Financial Partners's SONO Position: Q2 2022 in Review

Holistic Financial Partners sold out of Sonos (SONO) in Q2 2022, closing a stake of 7,451 shares — an estimated $210K sold.

Holistic Financial Partners first reported a position in SONO in Q3 2020 and held it in 7 quarters. The position peaked at $392K in Q1 2021. 342 funds tracked by Wall St. Rank hold SONO as of Q2 2022.

  • Holistic Financial Partners reported no remaining Sonos position as of Q2 2022 after selling out during the quarter.
  • Holistic Financial Partners sold 7,451 Sonos shares in Q2 2022, an estimated $210K.
  • Holistic Financial Partners first reported a position in Sonos in Q3 2020 and held it in 7 quarters.
  • Holistic Financial Partners's Sonos position peaked at $392K in Q1 2021.
  • 342 funds tracked by Wall St. Rank held Sonos as of Q2 2022.

Based on Holistic Financial Partners's 13F filing for Q2 2022, filed 2 Aug 2022.