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Personal Capital Advisors’s Sonos SONO Stock Holding History

Personal Capital 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
2022
Q4 		$205K Sell
12,117
-10
-0.1% -$163 ﹤0.01% 463
2022
Q3 		$169K Buy
+12,127
New +$215K ﹤0.01% 441
2022
Q1 		– Sell
-12,474
Closed -$372K – 544
2021
Q4 		$372K Sell
12,474
-250
-2% -$7.95K ﹤0.01% 392
2021
Q3 		$412K Buy
12,724
+907
+8% +$32.7K ﹤0.01% 336
2021
Q2 		$416K Buy
+11,817
New +$442K ﹤0.01% 338

Other funds holding SONO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.16B AUM 23.26% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $545M AUM 56.2% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $3.12B AUM 53.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Personal Capital Advisors's SONO Position: Q4 2022 in Review

Personal Capital Advisors reduced its Sonos (SONO) stake by 0.08% in Q4 2022, selling an estimated $163 and leaving 12,117 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #463.

Personal Capital Advisors first reported a position in SONO in Q2 2021 and has held it in 5 quarters since. The position peaked at $416K in Q2 2021. 298 funds tracked by Wall St. Rank hold SONO as of Q4 2022.

  • Personal Capital Advisors held 12,117 shares of Sonos worth $205K as of Q4 2022.
  • Personal Capital Advisors sold 10 Sonos shares in Q4 2022, an estimated $163.
  • Sonos made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #463 holding.
  • Personal Capital Advisors first reported a position in Sonos in Q2 2021 and has held it in 5 quarters since.
  • Personal Capital Advisors's Sonos position peaked at $416K in Q2 2021.
  • 298 funds tracked by Wall St. Rank held Sonos as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.