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Patriot Financial Group Insurance Agency’s Sonos SONO Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q1 		– Sell
-1,600
Closed -$48K – 2231
2021
Q4 		$48K Sell
1,600
-2,000
-56% -$63.6K 0.01% 883
2021
Q3 		$116K Hold
3,600
– – 0.02% 601
2021
Q2 		$127K Sell
3,600
-300
-8% -$11.2K 0.02% 554
2021
Q1 		$146K Buy
3,900
+1,300
+50% +$43.9K 0.03% 462
2020
Q4 		$61K Buy
+2,600
New +$48.5K 0.02% 635

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State Street
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CCM
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Thrivent Financial for Lutherans
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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
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return

Patriot Financial Group Insurance Agency's SONO Position: Q1 2022 in Review

Patriot Financial Group Insurance Agency sold out of Sonos (SONO) in Q1 2022, closing a stake of 1,600 shares — an estimated $48K sold.

Patriot Financial Group Insurance Agency first reported a position in SONO in Q4 2020 and held it in 5 quarters. The position peaked at $146K in Q1 2021. 349 funds tracked by Wall St. Rank hold SONO as of Q1 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Sonos position as of Q1 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 1,600 Sonos shares in Q1 2022, an estimated $48K.
  • Patriot Financial Group Insurance Agency first reported a position in Sonos in Q4 2020 and held it in 5 quarters.
  • Patriot Financial Group Insurance Agency's Sonos position peaked at $146K in Q1 2021.
  • 349 funds tracked by Wall St. Rank held Sonos as of Q1 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2022, filed 11 May 2022.