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Insight Wealth Strategies’s Sonos SONO Stock Holding History

Insight Wealth Strategies’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 		– Sell
-29,391
Closed -$530K – 152
2022
Q3 		$530K Hold
29,391
– – 0.1% 111
2022
Q2 		$530K Sell
29,391
-1,427
-5% -$32K 0.1% 111
2022
Q1 		$870K Buy
30,818
+2,071
+7% +$55K 0.13% 109
2021
Q4 		$857K Buy
28,747
+2,055
+8% +$65.4K 0.12% 110
2021
Q3 		$864K Buy
26,692
+492
+2% +$17.7K 0.12% 116
2021
Q2 		$923K Sell
26,200
-19,405
-43% -$726K 0.13% 105
2021
Q1 		$1.71M Sell
45,605
-474
-1% -$16K 0.23% 64
2020
Q4 		$1.08M Buy
+46,079
New +$859K 0.18% 69

Other funds holding SONO

BlackRock
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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
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
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Insight Wealth Strategies's SONO Position: Q4 2022 in Review

Insight Wealth Strategies sold out of Sonos (SONO) in Q4 2022, closing a stake of 29,391 shares — an estimated $530K sold.

Insight Wealth Strategies first reported a position in SONO in Q4 2020 and held it in 8 quarters. The position peaked at $1.71M in Q1 2021. 300 funds tracked by Wall St. Rank hold SONO as of Q4 2022.

  • Insight Wealth Strategies reported no remaining Sonos position as of Q4 2022 after selling out during the quarter.
  • Insight Wealth Strategies sold 29,391 Sonos shares in Q4 2022, an estimated $530K.
  • Insight Wealth Strategies first reported a position in Sonos in Q4 2020 and held it in 8 quarters.
  • Insight Wealth Strategies's Sonos position peaked at $1.71M in Q1 2021.
  • 300 funds tracked by Wall St. Rank held Sonos as of Q4 2022.

Based on Insight Wealth Strategies's 13F filing for Q4 2022, filed 6 Jan 2023.