Ropes Wealth Advisors’s Sonos SONO Stock Holding History

Ropes Wealth 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
2021 Q1	–	Sell	-500	Closed	-$12K	–	704
2020 Q4	$12K	Hold	500	–	–	﹤0.01%	526
2020 Q3	$8K	Hold	500	–	–	﹤0.01%	535
2020 Q2	$7K	Hold	500	–	–	﹤0.01%	475
2020 Q1	$4K	Hold	500	–	–	﹤0.01%	469
2019 Q4	$8K	Hold	500	–	–	﹤0.01%	479
2019 Q3	$7K	Hold	500	–	–	﹤0.01%	504
2019 Q2	$6K	Hold	500	–	–	﹤0.01%	512
2019 Q1	$5K	Hold	500	–	–	﹤0.01%	485
2018 Q4	$5K	Hold	500	–	–	﹤0.01%	458
2018 Q3	$8K	Buy	+500	New	+$8.85K	﹤0.01%	472

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

Ropes Wealth Advisors's SONO Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Sonos (SONO) in Q1 2021, closing a stake of 500 shares — an estimated $12K sold.

Ropes Wealth Advisors first reported a position in SONO in Q3 2018 and held it in 10 quarters. The position peaked at $12K in Q4 2020. 343 funds tracked by Wall St. Rank hold SONO as of Q1 2021.

Ropes Wealth Advisors reported no remaining Sonos position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 500 Sonos shares in Q1 2021, an estimated $12K.
Ropes Wealth Advisors first reported a position in Sonos in Q3 2018 and held it in 10 quarters.
Ropes Wealth Advisors's Sonos position peaked at $12K in Q4 2020.
343 funds tracked by Wall St. Rank held Sonos as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.