SFS
SONO icon

Sowell Financial Services’s Sonos SONO Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-2,062
Closed -$78K – 2395
2021
Q1 		$78K Sell
2,062
-1,253
-38% -$42.3K ﹤0.01% 1480
2020
Q4 		$78K Buy
3,315
+40
+1% +$746 ﹤0.01% 1249
2020
Q3 		$50K Buy
3,275
+1,965
+150% +$28.9K ﹤0.01% 1205
2020
Q2 		$19K Buy
1,310
+500
+62% +$5.31K ﹤0.01% 1483
2020
Q1 		$7K Hold
810
– – ﹤0.01% 1732
2019
Q4 		$13K Buy
810
+400
+98% +$5.57K ﹤0.01% 1601
2019
Q3 		$5K Buy
+410
New +$5.13K ﹤0.01% 1777

Other funds holding SONO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return