JWA
SONO icon

JFS Wealth Advisors’s Sonos SONO Stock Holding History

JFS Wealth 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
2026
Q2 		$285 Buy
+21
New +$307 ﹤0.01% 2072
2025
Q1 		– Sell
-34
Closed -$512 – 1989
2024
Q4 		$512 Buy
34
+29
+580% +$390 ﹤0.01% 1772
2024
Q3 		$62 Sell
5
-20
-80% -$254 ﹤0.01% 1922
2024
Q2 		$369 Buy
25
+21
+525% +$349 ﹤0.01% 1839
2024
Q1 		$77 Hold
4
– – ﹤0.01% 1960
2023
Q4 		$69 Sell
4
-55
-93% -$742 ﹤0.01% 1969
2023
Q3 		$762 Buy
59
+15
+34% +$223 ﹤0.01% 1655
2023
Q2 		$719 Sell
44
-25
-36% -$443 ﹤0.01% 1692
2023
Q1 		$1.35K Buy
69
+8
+13% +$153 ﹤0.01% 1501
2022
Q4 		$1.03K Buy
61
+7
+13% +$114 ﹤0.01% 1589
2022
Q3 		$1K Buy
54
+46
+575% +$817 ﹤0.01% 1648
2022
Q2 		$0 Sell
8
-39
-83% -$875 ﹤0.01% 1926
2022
Q1 		$1K Buy
47
+29
+161% +$770 ﹤0.01% 1731
2021
Q4 		$1K Buy
+18
New +$572 ﹤0.01% 1558

Other funds holding SONO

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return