Valeo Financial Advisors’s Sonos SONO Stock Holding History

Valeo Financial 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
2022 Q2	–	Sell	-8,006	Closed	-$226K	–	637
2022 Q1	$226K	Buy	8,006 +6	+0.1%	+$159	0.01%	517
2021 Q4	$238K	Sell	8,000 -300	-4%	-$9.54K	0.01%	475
2021 Q3	$269K	Buy	8,300 +300	+4%	+$10.8K	0.02%	425
2021 Q2	$282K	Sell	8,000 -372	-4%	-$13.9K	0.02%	374
2021 Q1	$314K	Hold	8,372	–	–	0.01%	346
2020 Q4	$196K	Buy	8,372 +372	+5%	+$6.94K	0.01%	425
2020 Q3	$121K	Buy	8,000 +500	+7%	+$7.37K	0.01%	429
2020 Q2	$110K	Hold	7,500	–	–	0.01%	484
2020 Q1	$69K	Buy	7,500 +167	+2%	+$2.06K	0.01%	515
2019 Q4	$115K	Buy	7,333 +833	+13%	+$11.6K	0.01%	433
2019 Q3	$87K	Hold	6,500	–	–	0.01%	466
2019 Q2	$74K	Hold	6,500	–	–	0.01%	499
2019 Q1	$67K	Hold	6,500	–	–	0.01%	502
2018 Q4	$64K	Hold	6,500	–	–	0.01%	467
2018 Q3	$83K	Buy	+6,500	New	+$115K	0.01%	442

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

Valeo Financial Advisors's SONO Position: Q2 2022 in Review

Valeo Financial Advisors sold out of Sonos (SONO) in Q2 2022, closing a stake of 8,006 shares — an estimated $226K sold.

Valeo Financial Advisors first reported a position in SONO in Q3 2018 and held it in 15 quarters. The position peaked at $314K in Q1 2021. 342 funds tracked by Wall St. Rank hold SONO as of Q2 2022.

Valeo Financial Advisors reported no remaining Sonos position as of Q2 2022 after selling out during the quarter.
Valeo Financial Advisors sold 8,006 Sonos shares in Q2 2022, an estimated $226K.
Valeo Financial Advisors first reported a position in Sonos in Q3 2018 and held it in 15 quarters.
Valeo Financial Advisors's Sonos position peaked at $314K in Q1 2021.
342 funds tracked by Wall St. Rank held Sonos as of Q2 2022.

Based on Valeo Financial Advisors's 13F filing for Q2 2022, filed 3 Aug 2022.