Investmark Advisory Group’s Sonos SONO Stock Holding History

Investmark Advisory Group’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 Q1	–	Sell	-361	Closed	-$10K	–	320
2021 Q4	$10K	Buy	+361	New	+$11.5K	0.01%	290

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Investmark Advisory Group's SONO Position: Q1 2022 in Review

Investmark Advisory Group sold out of Sonos (SONO) in Q1 2022, closing a stake of 361 shares — an estimated $10K sold.

Investmark Advisory Group first reported a position in SONO in Q4 2021 and held it in 1 quarter. The position peaked at $10K in Q4 2021. 349 funds tracked by Wall St. Rank hold SONO as of Q1 2022.

Investmark Advisory Group reported no remaining Sonos position as of Q1 2022 after selling out during the quarter.
Investmark Advisory Group sold 361 Sonos shares in Q1 2022, an estimated $10K.
Investmark Advisory Group first reported a position in Sonos in Q4 2021 and held it in 1 quarter.
Investmark Advisory Group's Sonos position peaked at $10K in Q4 2021.
349 funds tracked by Wall St. Rank held Sonos as of Q1 2022.

Based on Investmark Advisory Group's 13F filing for Q1 2022, filed 3 May 2022.