Stifel Financial
SONX

Stifel Financial’s Sonendo, Inc. SONX Stock Holding History

Stifel Financial’s Portfolio SONX Stock Details SONX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-16,165
Closed -$17K – 3404
2022
Q3 		$17K Buy
16,165
+3,915
+32% +$5.69K ﹤0.01% 3242
2022
Q2 		$21K Buy
+12,250
New +$32.7K ﹤0.01% 3274

Other funds holding SONX

ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
PVI
Pura Vida Investments New York $14.9M AUM 38.76% 1-Year Est. Return
BWLSA
Blue Water Life Science Advisors Larkspur, California $125M AUM 91.82% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return
YF
Yu Fan $97M AUM 57.2% 1-Year Est. Return
HWM
HighMark Wealth Management St. Paul, Minnesota $246M AUM 35.95% 1-Year Est. Return
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return

Stifel Financial's SONX Position: Q4 2022 in Review

Stifel Financial sold out of Sonendo, Inc. (SONX) in Q4 2022, closing a stake of 16,165 shares — an estimated $17K sold.

Stifel Financial first reported a position in SONX in Q2 2022 and held it in 2 quarters. The position peaked at $21K in Q2 2022. 37 funds tracked by Wall St. Rank hold SONX as of Q4 2022.

  • Stifel Financial reported no remaining Sonendo, Inc. position as of Q4 2022 after selling out during the quarter.
  • Stifel Financial sold 16,165 Sonendo, Inc. shares in Q4 2022, an estimated $17K.
  • Stifel Financial first reported a position in Sonendo, Inc. in Q2 2022 and held it in 2 quarters.
  • Stifel Financial's Sonendo, Inc. position peaked at $21K in Q2 2022.
  • 37 funds tracked by Wall St. Rank held Sonendo, Inc. as of Q4 2022.

Based on Stifel Financial's 13F filing for Q4 2022, filed 13 Feb 2023.