Lenox Wealth Advisors’s Sonos SONO Stock Holding History

Lenox 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
2021 Q3	–	Sell	-100	Closed	-$4K	–	784
2021 Q2	$4K	Buy	+100	New	+$3.74K	﹤0.01%	593

Other funds holding SONO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

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

Lenox Wealth Advisors's SONO Position: Q3 2021 in Review

Lenox Wealth Advisors sold out of Sonos (SONO) in Q3 2021, closing a stake of 100 shares — an estimated $4K sold.

Lenox Wealth Advisors first reported a position in SONO in Q2 2021 and held it in 1 quarter. The position peaked at $4K in Q2 2021. 362 funds tracked by Wall St. Rank hold SONO as of Q3 2021.

Lenox Wealth Advisors reported no remaining Sonos position as of Q3 2021 after selling out during the quarter.
Lenox Wealth Advisors sold 100 Sonos shares in Q3 2021, an estimated $4K.
Lenox Wealth Advisors first reported a position in Sonos in Q2 2021 and held it in 1 quarter.
Lenox Wealth Advisors's Sonos position peaked at $4K in Q2 2021.
362 funds tracked by Wall St. Rank held Sonos as of Q3 2021.

Based on Lenox Wealth Advisors's 13F filing for Q3 2021, filed 12 Oct 2021.