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NewEdge Advisors’s Sonos SONO Stock Holding History

NewEdge 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 		– Sell
-320
Closed -$5.23K – 3640
2023
Q2 		$5.23K Sell
320
-10,786
-97% -$191K ﹤0.01% 2798
2023
Q1 		$218K Buy
11,106
+10,103
+1,007% +$193K ﹤0.01% 1508
2022
Q4 		$4.79K Buy
+1,003
New +$16.3K ﹤0.01% 2609
2021
Q2 		– Sell
-14,918
Closed -$559K – 1190
2021
Q1 		$559K Buy
+14,918
New +$503K 0.02% 633

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
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

NewEdge Advisors's SONO Position: Q3 2023 in Review

NewEdge Advisors sold out of Sonos (SONO) in Q3 2023, closing a stake of 320 shares — an estimated $5.23K sold.

NewEdge Advisors first reported a position in SONO in Q1 2021 and held it in 4 quarters. The position peaked at $559K in Q1 2021. 243 funds tracked by Wall St. Rank hold SONO as of Q3 2023.

  • NewEdge Advisors reported no remaining Sonos position as of Q3 2023 after selling out during the quarter.
  • NewEdge Advisors sold 320 Sonos shares in Q3 2023, an estimated $5.23K.
  • NewEdge Advisors first reported a position in Sonos in Q1 2021 and held it in 4 quarters.
  • NewEdge Advisors's Sonos position peaked at $559K in Q1 2021.
  • 243 funds tracked by Wall St. Rank held Sonos as of Q3 2023.

Based on NewEdge Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.