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Sage Private Wealth Group’s Sonos SONO Stock Holding History

Sage Private Wealth Group’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
-5,175
Closed -$72K – 160
2022
Q3 		$72K Hold
5,175
– – 0.1% 73
2022
Q2 		$93K Buy
5,175
+506
+11% +$11.3K 0.13% 68
2022
Q1 		$132K Buy
4,669
+907
+24% +$24.1K 0.13% 65
2021
Q4 		$112K Buy
3,762
+662
+21% +$21.1K 0.14% 62
2021
Q3 		$100K Hold
3,100
– – 0.14% 60
2021
Q2 		$109K Buy
3,100
+449
+17% +$16.8K 0.15% 62
2021
Q1 		$99K Buy
+2,651
New +$89.5K 0.17% 67

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
CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Sage Private Wealth Group's SONO Position: Q4 2022 in Review

Sage Private Wealth Group sold out of Sonos (SONO) in Q4 2022, closing a stake of 5,175 shares — an estimated $72K sold.

Sage Private Wealth Group first reported a position in SONO in Q1 2021 and held it in 7 quarters. The position peaked at $132K in Q1 2022. 300 funds tracked by Wall St. Rank hold SONO as of Q4 2022.

  • Sage Private Wealth Group reported no remaining Sonos position as of Q4 2022 after selling out during the quarter.
  • Sage Private Wealth Group sold 5,175 Sonos shares in Q4 2022, an estimated $72K.
  • Sage Private Wealth Group first reported a position in Sonos in Q1 2021 and held it in 7 quarters.
  • Sage Private Wealth Group's Sonos position peaked at $132K in Q1 2022.
  • 300 funds tracked by Wall St. Rank held Sonos as of Q4 2022.

Based on Sage Private Wealth Group's 13F filing for Q4 2022, filed 29 Jan 2025.