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Spire Wealth Management’s Sonos SONO Stock Holding History

Spire Wealth Management’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
2023
Q4 		– Sell
-200
Closed -$2.58K – 2458
2023
Q3 		$2.58K Hold
200
– – ﹤0.01% 2078
2023
Q2 		$3.27K Hold
200
– – ﹤0.01% 2102
2023
Q1 		$3.92K Hold
200
– – ﹤0.01% 2091
2022
Q4 		$3K Sell
200
-1,048
-84% -$17.1K ﹤0.01% 1995
2022
Q3 		$17K Hold
1,248
– – ﹤0.01% 1394
2022
Q2 		$23K Sell
1,248
-200
-14% -$4.49K ﹤0.01% 1621
2022
Q1 		$41K Sell
1,448
-400
-22% -$10.6K ﹤0.01% 1522
2021
Q4 		$55K Buy
1,848
+1,648
+824% +$52.4K ﹤0.01% 1675
2021
Q3 		$13K Buy
200
+100
+100% +$3.6K ﹤0.01% 2014
2021
Q2 		$4K Sell
100
-300
-75% -$11.2K ﹤0.01% 2379
2021
Q1 		$15K Buy
+400
New +$13.5K ﹤0.01% 2276

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
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Spire Wealth Management's SONO Position: Q4 2023 in Review

Spire Wealth Management sold out of Sonos (SONO) in Q4 2023, closing a stake of 200 shares — an estimated $2.58K sold.

Spire Wealth Management first reported a position in SONO in Q1 2021 and held it in 11 quarters. The position peaked at $55K in Q4 2021. 257 funds tracked by Wall St. Rank hold SONO as of Q4 2023.

  • Spire Wealth Management reported no remaining Sonos position as of Q4 2023 after selling out during the quarter.
  • Spire Wealth Management sold 200 Sonos shares in Q4 2023, an estimated $2.58K.
  • Spire Wealth Management first reported a position in Sonos in Q1 2021 and held it in 11 quarters.
  • Spire Wealth Management's Sonos position peaked at $55K in Q4 2021.
  • 257 funds tracked by Wall St. Rank held Sonos as of Q4 2023.

Based on Spire Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.