Newton One Investments’s Sonos SONO Stock Holding History

Newton One Investments’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	-500	Closed	-$8.16K	–	129
2023 Q2	$8.16K	Buy	+500	New	+$8.87K	﹤0.01%	105

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

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

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

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 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

Newton One Investments's SONO Position: Q3 2023 in Review

Newton One Investments sold out of Sonos (SONO) in Q3 2023, closing a stake of 500 shares — an estimated $8.16K sold.

Newton One Investments first reported a position in SONO in Q2 2023 and held it in 1 quarter. The position peaked at $8.16K in Q2 2023. 243 funds tracked by Wall St. Rank hold SONO as of Q3 2023.

Newton One Investments reported no remaining Sonos position as of Q3 2023 after selling out during the quarter.
Newton One Investments sold 500 Sonos shares in Q3 2023, an estimated $8.16K.
Newton One Investments first reported a position in Sonos in Q2 2023 and held it in 1 quarter.
Newton One Investments's Sonos position peaked at $8.16K in Q2 2023.
243 funds tracked by Wall St. Rank held Sonos as of Q3 2023.

Based on Newton One Investments's 13F filing for Q3 2023, filed 23 Oct 2023.