U.S. Capital Wealth Advisors’s Sonos SONO Stock Holding History

U.S. Capital 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
2025 Q1	–	Sell	-23,800	Closed	-$358K	–	888
2024 Q4	$358K	Sell	23,800 -108,025	-82%	-$1.45M	0.01%	637
2024 Q3	$1.62M	Buy	131,825 +28,500	+28%	+$362K	0.06%	276
2024 Q2	$1.53M	Buy	103,325 +92,925	+894%	+$1.54M	0.06%	284
2024 Q1	$198K	Buy	10,400 +200	+2%	+$3.54K	0.01%	649
2023 Q4	$175K	Buy	+10,200	New	+$138K	0.01%	640
2023 Q1	–	Sell	-8,500	Closed	-$144K	–	1395
2022 Q4	$144K	Sell	8,500 -33,792	-80%	-$550K	0.01%	673
2022 Q3	$588K	Sell	42,292 -35,830	-46%	-$636K	0.03%	413
2022 Q2	$1.41M	Sell	78,122 -6,752	-8%	-$151K	0.06%	287
2022 Q1	$2.4M	Buy	84,874 +33,447	+65%	+$888K	0.09%	216
2021 Q4	$1.53M	Buy	51,427 +1,330	+3%	+$42.3K	0.06%	320
2021 Q3	$1.62M	Buy	+50,097	New	+$1.8M	0.07%	293

Other funds holding SONO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CCPM

Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

U.S. Capital Wealth Advisors's SONO Position: Q1 2025 in Review

U.S. Capital Wealth Advisors sold out of Sonos (SONO) in Q1 2025, closing a stake of 23,800 shares — an estimated $358K sold.

U.S. Capital Wealth Advisors first reported a position in SONO in Q3 2021 and held it in 11 quarters. The position peaked at $2.4M in Q1 2022. 276 funds tracked by Wall St. Rank hold SONO as of Q1 2025.

U.S. Capital Wealth Advisors reported no remaining Sonos position as of Q1 2025 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 23,800 Sonos shares in Q1 2025, an estimated $358K.
U.S. Capital Wealth Advisors first reported a position in Sonos in Q3 2021 and held it in 11 quarters.
U.S. Capital Wealth Advisors's Sonos position peaked at $2.4M in Q1 2022.
276 funds tracked by Wall St. Rank held Sonos as of Q1 2025.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.