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Money Concepts Capital’s Sonos SONO Stock Holding History

Money Concepts Capital’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
-2,812
Closed -$47.5K – 2540
2022
Q4 		$47.5K Buy
2,812
+2,737
+3,649% +$44.6K ﹤0.01% 1264
2022
Q3 		$1K Hold
75
– – ﹤0.01% 1506
2022
Q2 		$1K Sell
75
-3,465
-98% -$77.7K ﹤0.01% 1394
2022
Q1 		$100K Buy
+3,540
New +$94K 0.01% 990

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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Money Concepts Capital's SONO Position: Q1 2023 in Review

Money Concepts Capital sold out of Sonos (SONO) in Q1 2023, closing a stake of 2,812 shares — an estimated $47.5K sold.

Money Concepts Capital first reported a position in SONO in Q1 2022 and held it in 4 quarters. The position peaked at $100K in Q1 2022. 288 funds tracked by Wall St. Rank hold SONO as of Q1 2023.

  • Money Concepts Capital reported no remaining Sonos position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 2,812 Sonos shares in Q1 2023, an estimated $47.5K.
  • Money Concepts Capital first reported a position in Sonos in Q1 2022 and held it in 4 quarters.
  • Money Concepts Capital's Sonos position peaked at $100K in Q1 2022.
  • 288 funds tracked by Wall St. Rank held Sonos as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.