Plante Moran Financial Advisors’s Sonos SONO Stock Holding History

Plante Moran 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
2022 Q4	–	Sell	-176	Closed	-$2K	–	964
2022 Q3	$2K	Hold	176	–	–	﹤0.01%	797
2022 Q2	$3K	Hold	176	–	–	﹤0.01%	784
2022 Q1	$5K	Hold	176	–	–	﹤0.01%	684
2021 Q4	$5K	Hold	176	–	–	﹤0.01%	828
2021 Q3	$6K	Hold	176	–	–	﹤0.01%	770
2021 Q2	$6K	Buy	+176	New	+$6.58K	﹤0.01%	766

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

CCM

Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 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

HRCM

Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Plante Moran Financial Advisors's SONO Position: Q4 2022 in Review

Plante Moran Financial Advisors sold out of Sonos (SONO) in Q4 2022, closing a stake of 176 shares — an estimated $2K sold.

Plante Moran Financial Advisors first reported a position in SONO in Q2 2021 and held it in 6 quarters. The position peaked at $6K in Q3 2021. 300 funds tracked by Wall St. Rank hold SONO as of Q4 2022.

Plante Moran Financial Advisors reported no remaining Sonos position as of Q4 2022 after selling out during the quarter.
Plante Moran Financial Advisors sold 176 Sonos shares in Q4 2022, an estimated $2K.
Plante Moran Financial Advisors first reported a position in Sonos in Q2 2021 and held it in 6 quarters.
Plante Moran Financial Advisors's Sonos position peaked at $6K in Q3 2021.
300 funds tracked by Wall St. Rank held Sonos as of Q4 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.