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Institutional & Family Asset Management’s Sonos SONO Stock Holding History

Institutional & Family Asset Management’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
2021
Q3 		– Sell
-876
Closed -$31K – 970
2021
Q2 		$31K Buy
876
+50
+6% +$1.87K 0.01% 415
2021
Q1 		$31K Buy
+826
New +$27.9K 0.01% 436

Other funds holding SONO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Institutional & Family Asset Management's SONO Position: Q3 2021 in Review

Institutional & Family Asset Management sold out of Sonos (SONO) in Q3 2021, closing a stake of 876 shares — an estimated $31K sold.

Institutional & Family Asset Management first reported a position in SONO in Q1 2021 and held it in 2 quarters. The position peaked at $31K in Q2 2021. 362 funds tracked by Wall St. Rank hold SONO as of Q3 2021.

  • Institutional & Family Asset Management reported no remaining Sonos position as of Q3 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 876 Sonos shares in Q3 2021, an estimated $31K.
  • Institutional & Family Asset Management first reported a position in Sonos in Q1 2021 and held it in 2 quarters.
  • Institutional & Family Asset Management's Sonos position peaked at $31K in Q2 2021.
  • 362 funds tracked by Wall St. Rank held Sonos as of Q3 2021.

Based on Institutional & Family Asset Management's 13F filing for Q3 2021, filed 10 Nov 2021.