Lake Street Private Wealth’s Sonos SONO Stock Holding History

Lake Street Private Wealth’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 Q1	–	Sell	-11,346	Closed	-$192K	–	297
2022 Q4	$192K	Sell	11,346 -1,346	-11%	-$21.9K	0.04%	265
2022 Q3	$176K	Sell	12,692 -1,540	-11%	-$27.3K	0.04%	264
2022 Q2	$257K	Hold	14,232	–	–	0.05%	247
2022 Q1	$402K	Sell	14,232 -750	-5%	-$19.9K	0.07%	214
2021 Q4	$446K	Buy	+14,982	New	+$476K	0.08%	212

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

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

Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lake Street Private Wealth's SONO Position: Q1 2023 in Review

Lake Street Private Wealth sold out of Sonos (SONO) in Q1 2023, closing a stake of 11,346 shares — an estimated $192K sold.

Lake Street Private Wealth first reported a position in SONO in Q4 2021 and held it in 5 quarters. The position peaked at $446K in Q4 2021. 288 funds tracked by Wall St. Rank hold SONO as of Q1 2023.

Lake Street Private Wealth reported no remaining Sonos position as of Q1 2023 after selling out during the quarter.
Lake Street Private Wealth sold 11,346 Sonos shares in Q1 2023, an estimated $192K.
Lake Street Private Wealth first reported a position in Sonos in Q4 2021 and held it in 5 quarters.
Lake Street Private Wealth's Sonos position peaked at $446K in Q4 2021.
288 funds tracked by Wall St. Rank held Sonos as of Q1 2023.

Based on Lake Street Private Wealth's 13F filing for Q1 2023, filed 17 Apr 2023.