Next Financial Group’s Sonos SONO Stock Holding History

Next Financial Group’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 Q4	$10K	Sell	337 -24	-7%	-$763	﹤0.01%	2194
2021 Q3	$12K	Buy	361 +193	+115%	+$6.95K	﹤0.01%	1988
2021 Q2	$6K	Hold	168	–	–	﹤0.01%	2161
2021 Q1	$6K	Sell	168 -106	-39%	-$3.58K	﹤0.01%	2052
2020 Q4	$6K	Hold	274	–	–	﹤0.01%	1945
2020 Q3	$4K	Buy	+274	New	+$4.04K	﹤0.01%	1926
2020 Q2	–	Sell	-274	Closed	-$2K	–	1703
2020 Q1	$2K	Sell	274 -300	-52%	-$3.7K	﹤0.01%	1950
2019 Q4	$9K	Hold	574	–	–	﹤0.01%	1823
2019 Q3	$8K	Hold	574	–	–	﹤0.01%	1782
2019 Q2	$7K	Buy	+574	New	+$6.3K	﹤0.01%	1802

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

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Next Financial Group's SONO Position: Q4 2021 in Review

Next Financial Group reduced its Sonos (SONO) stake by 6.6% in Q4 2021, selling an estimated $763 and leaving 337 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #2194.

Next Financial Group first reported a position in SONO in Q2 2019 and has held it in 10 quarters since. The position peaked at $12K in Q3 2021. 370 funds tracked by Wall St. Rank hold SONO as of Q4 2021.

Next Financial Group held 337 shares of Sonos worth $10K as of Q4 2021.
Next Financial Group sold 24 Sonos shares in Q4 2021, an estimated $763.
Sonos made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2194 holding.
Next Financial Group first reported a position in Sonos in Q2 2019 and has held it in 10 quarters since.
Next Financial Group's Sonos position peaked at $12K in Q3 2021.
370 funds tracked by Wall St. Rank held Sonos as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.