JP Morgan Private Wealth Advisors’s Sonos SONO Stock Holding History

JP Morgan Private 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
2023 Q3	$7.05M	Sell	545,786 -3,215	-0.6%	-$47.7K	0.02%	435
2023 Q2	$8.97M	Buy	549,001 +13,832	+3%	+$245K	0.05%	245
2023 Q1	$10.5M	Hold	535,169	–	–	0.02%	418
2022 Q4	$9.04M	Sell	535,169 -30,380	-5%	-$495K	0.02%	441
2022 Q3	$7.86M	Buy	565,549 +1,244	+0.2%	+$22.1K	0.02%	448
2022 Q2	$10.2M	Sell	564,305 -60,912	-10%	-$1.37M	0.03%	398
2022 Q1	$17.6M	Buy	625,217 +11,106	+2%	+$295K	0.04%	344
2021 Q4	$18.3M	Buy	614,111 +1,131	+0.2%	+$36K	0.04%	331
2021 Q3	$19.8M	Sell	612,980 -45,953	-7%	-$1.66M	0.05%	310
2021 Q2	$23.2M	Buy	658,933 +602,406	+1,066%	+$22.5M	0.06%	280
2021 Q1	$2.12M	Sell	56,527 -5	-0%	-$169	0.01%	744
2020 Q4	$1.32M	Buy	56,532 +45,247	+401%	+$844K	﹤0.01%	892
2020 Q3	$171K	Buy	+11,285	New	+$166K	﹤0.01%	1534

Other funds holding SONO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Trigran Investments Northbrook, Illinois $545M AUM 56.2% 1-Year Est. Return

CCM

Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

HRCM

Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

JP Morgan Private Wealth Advisors's SONO Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Sonos (SONO) stake by 0.59% in Q3 2023, selling an estimated $47.7K and leaving 545,786 shares worth $7.05M. The position accounts for 0.02% of the portfolio, ranked #435.

JP Morgan Private Wealth Advisors first reported a position in SONO in Q3 2020 and has held it in 13 quarters since. The position peaked at $23.2M in Q2 2021. 243 funds tracked by Wall St. Rank hold SONO as of Q3 2023.

JP Morgan Private Wealth Advisors held 545,786 shares of Sonos worth $7.05M as of Q3 2023.
JP Morgan Private Wealth Advisors sold 3,215 Sonos shares in Q3 2023, an estimated $47.7K.
Sonos made up 0.02% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #435 holding.
JP Morgan Private Wealth Advisors first reported a position in Sonos in Q3 2020 and has held it in 13 quarters since.
JP Morgan Private Wealth Advisors's Sonos position peaked at $23.2M in Q2 2021.
243 funds tracked by Wall St. Rank held Sonos as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.