PWS
SONO icon

Peloton Wealth Strategists’s Sonos SONO Stock Holding History

Peloton Wealth Strategists’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
2024
Q1 		– Sell
-37,810
Closed -$648K – 97
2023
Q4 		$648K Sell
37,810
-7,500
-17% -$101K 0.28% 72
2023
Q3 		$585K Sell
45,310
-18,500
-29% -$274K 0.27% 73
2023
Q2 		$1.04M Buy
63,810
+1,365
+2% +$24.2K 0.46% 63
2023
Q1 		$1.23M Buy
62,445
+1,340
+2% +$25.6K 0.56% 59
2022
Q4 		$1.03M Buy
61,105
+1,650
+3% +$26.9K 0.5% 59
2022
Q3 		$826K Sell
59,455
-2,765
-4% -$49.1K 0.43% 63
2022
Q2 		$1.12M Buy
62,220
+10,275
+20% +$230K 0.55% 61
2022
Q1 		$1.47M Buy
51,945
+600
+1% +$15.9K 0.61% 59
2021
Q4 		$1.53M Buy
51,345
+135
+0.3% +$4.29K 0.61% 57
2021
Q3 		$1.66M Buy
51,210
+3,915
+8% +$141K 0.68% 53
2021
Q2 		$1.67M Buy
47,295
+2,010
+4% +$75.2K 0.69% 52
2021
Q1 		$1.7M Buy
45,285
+4,390
+11% +$148K 0.8% 47
2020
Q4 		$957K Buy
40,895
+8,580
+27% +$160K 0.47% 56
2020
Q3 		$491K Buy
+32,315
New +$476K 0.28% 63

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
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
CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Peloton Wealth Strategists's SONO Position: Q1 2024 in Review

Peloton Wealth Strategists sold out of Sonos (SONO) in Q1 2024, closing a stake of 37,810 shares — an estimated $648K sold.

Peloton Wealth Strategists first reported a position in SONO in Q3 2020 and held it in 14 quarters. The position peaked at $1.7M in Q1 2021. 282 funds tracked by Wall St. Rank hold SONO as of Q1 2024.

  • Peloton Wealth Strategists reported no remaining Sonos position as of Q1 2024 after selling out during the quarter.
  • Peloton Wealth Strategists sold 37,810 Sonos shares in Q1 2024, an estimated $648K.
  • Peloton Wealth Strategists first reported a position in Sonos in Q3 2020 and held it in 14 quarters.
  • Peloton Wealth Strategists's Sonos position peaked at $1.7M in Q1 2021.
  • 282 funds tracked by Wall St. Rank held Sonos as of Q1 2024.

Based on Peloton Wealth Strategists's 13F filing for Q1 2024, filed 14 May 2024.