Planned Solutions’s Sonos SONO Stock Holding History

Planned Solutions’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 Q1	–	Sell	-50	Closed	-$1K	–	354
2020 Q4	$1K	Hold	50	–	–	﹤0.01%	455
2020 Q3	$1K	Buy	+50	New	+$737	﹤0.01%	329

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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

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

Planned Solutions's SONO Position: Q1 2021 in Review

Planned Solutions sold out of Sonos (SONO) in Q1 2021, closing a stake of 50 shares — an estimated $1K sold.

Planned Solutions first reported a position in SONO in Q3 2020 and held it in 2 quarters. The position peaked at $1K in Q4 2020. 343 funds tracked by Wall St. Rank hold SONO as of Q1 2021.

Planned Solutions reported no remaining Sonos position as of Q1 2021 after selling out during the quarter.
Planned Solutions sold 50 Sonos shares in Q1 2021, an estimated $1K.
Planned Solutions first reported a position in Sonos in Q3 2020 and held it in 2 quarters.
Planned Solutions's Sonos position peaked at $1K in Q4 2020.
343 funds tracked by Wall St. Rank held Sonos as of Q1 2021.

Based on Planned Solutions's 13F filing for Q1 2021, filed 29 Apr 2021.