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Sutton Wealth Advisors’s Sonos SONO Stock Holding History

Sutton 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
2023
Q1 		– Sell
-2,036
Closed -$34.4K – 1460
2022
Q4 		$34.4K Buy
2,036
+2,001
+5,717% +$32.6K 0.01% 502
2022
Q3 		$487 Sell
35
-1,750
-98% -$31.1K ﹤0.01% 1472
2022
Q2 		$32.2K Buy
+1,785
New +$40K 0.01% 515

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sutton Wealth Advisors's SONO Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Sonos (SONO) in Q1 2023, closing a stake of 2,036 shares — an estimated $34.4K sold.

Sutton Wealth Advisors first reported a position in SONO in Q2 2022 and held it in 3 quarters. The position peaked at $34.4K in Q4 2022. 288 funds tracked by Wall St. Rank hold SONO as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Sonos position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 2,036 Sonos shares in Q1 2023, an estimated $34.4K.
  • Sutton Wealth Advisors first reported a position in Sonos in Q2 2022 and held it in 3 quarters.
  • Sutton Wealth Advisors's Sonos position peaked at $34.4K in Q4 2022.
  • 288 funds tracked by Wall St. Rank held Sonos as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.