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Paradigm Financial Advisors’s Sonos SONO Stock Holding History

Paradigm Financial 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
Q4 		$296K Sell
9,920
-2,400
-19% -$76.3K 0.07% 166
2021
Q3 		$399K Sell
12,320
-635
-5% -$22.9K 0.09% 137
2021
Q2 		$456K Sell
12,955
-540
-4% -$20.2K 0.1% 127
2021
Q1 		$506K Buy
+13,495
New +$455K 0.12% 114

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Paradigm Financial Advisors's SONO Position: Q4 2021 in Review

Paradigm Financial Advisors reduced its Sonos (SONO) stake by 19% in Q4 2021, selling an estimated $76.3K and leaving 9,920 shares worth $296K. The position accounts for 0.07% of the portfolio, ranked #166.

Paradigm Financial Advisors first reported a position in SONO in Q1 2021 and has held it in 4 quarters since. The position peaked at $506K in Q1 2021. 370 funds tracked by Wall St. Rank hold SONO as of Q4 2021.

  • Paradigm Financial Advisors held 9,920 shares of Sonos worth $296K as of Q4 2021.
  • Paradigm Financial Advisors sold 2,400 Sonos shares in Q4 2021, an estimated $76.3K.
  • Sonos made up 0.07% of Paradigm Financial Advisors's portfolio in Q4 2021, its #166 holding.
  • Paradigm Financial Advisors first reported a position in Sonos in Q1 2021 and has held it in 4 quarters since.
  • Paradigm Financial Advisors's Sonos position peaked at $506K in Q1 2021.
  • 370 funds tracked by Wall St. Rank held Sonos as of Q4 2021.

Based on Paradigm Financial Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.