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TCI Wealth Advisors’s Sonos SONO Stock Holding History

TCI 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
Q2 		– Sell
-1,889
Closed -$37.1K – 1949
2023
Q1 		$37.1K Buy
1,889
+1
+0.1% +$19 ﹤0.01% 503
2022
Q4 		$31.9K Hold
1,888
– – ﹤0.01% 524
2022
Q3 		$26K Buy
1,888
+589
+45% +$10.5K ﹤0.01% 558
2022
Q2 		$23K Buy
1,299
+349
+37% +$7.83K ﹤0.01% 600
2022
Q1 		$27K Hold
950
– – ﹤0.01% 578
2021
Q4 		$28K Sell
950
-369
-28% -$11.7K ﹤0.01% 568
2021
Q3 		$43K Buy
1,319
+496
+60% +$17.9K 0.01% 467
2021
Q2 		$29K Sell
823
-34
-4% -$1.27K ﹤0.01% 519
2021
Q1 		$32K Sell
857
-143
-14% -$4.83K 0.01% 464
2020
Q4 		$23K Hold
1,000
– – 0.01% 473
2020
Q3 		$15K Hold
1,000
– – 0.01% 502
2020
Q2 		$15K Buy
+1,000
New +$10.6K 0.01% 500

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
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

TCI Wealth Advisors's SONO Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Sonos (SONO) in Q2 2023, closing a stake of 1,889 shares — an estimated $37.1K sold.

TCI Wealth Advisors first reported a position in SONO in Q2 2020 and held it in 12 quarters. The position peaked at $43K in Q3 2021. 264 funds tracked by Wall St. Rank hold SONO as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Sonos position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 1,889 Sonos shares in Q2 2023, an estimated $37.1K.
  • TCI Wealth Advisors first reported a position in Sonos in Q2 2020 and held it in 12 quarters.
  • TCI Wealth Advisors's Sonos position peaked at $43K in Q3 2021.
  • 264 funds tracked by Wall St. Rank held Sonos as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.