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Joseph P. Lucia & Associates’s Sonos SONO Stock Holding History

Joseph P. Lucia & Associates’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
Q3 		– Sell
-200
Closed -$4K – 397
2022
Q2 		$4K Hold
200
– – ﹤0.01% 358
2022
Q1 		$6K Buy
+200
New +$5.31K ﹤0.01% 353
2021
Q4 		– Sell
-200
Closed -$6K – 486
2021
Q3 		$6K Hold
200
– – ﹤0.01% 429
2021
Q2 		$7K Hold
200
– – ﹤0.01% 420
2021
Q1 		$7K Hold
200
– – ﹤0.01% 403
2020
Q4 		$5K Buy
+200
New +$3.73K ﹤0.01% 393
2020
Q3 		– Sell
-535
Closed -$8K – 401
2020
Q2 		$8K Buy
+535
New +$5.68K 0.01% 338

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Joseph P. Lucia & Associates's SONO Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of Sonos (SONO) in Q3 2022, closing a stake of 200 shares — an estimated $4K sold.

Joseph P. Lucia & Associates first reported a position in SONO in Q2 2020 and held it in 7 quarters. The position peaked at $8K in Q2 2020. 304 funds tracked by Wall St. Rank hold SONO as of Q3 2022.

  • Joseph P. Lucia & Associates reported no remaining Sonos position as of Q3 2022 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 200 Sonos shares in Q3 2022, an estimated $4K.
  • Joseph P. Lucia & Associates first reported a position in Sonos in Q2 2020 and held it in 7 quarters.
  • Joseph P. Lucia & Associates's Sonos position peaked at $8K in Q2 2020.
  • 304 funds tracked by Wall St. Rank held Sonos as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.