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WealthPlan Investment Management’s Sonos SONO Stock Holding History

WealthPlan Investment Management’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
Q3 		– Sell
-2,065
Closed -$33.7K – 323
2023
Q2 		$33.7K Sell
2,065
-3,810
-65% -$67.6K 0.01% 219
2023
Q1 		$115K Sell
5,875
-6,970
-54% -$133K 0.02% 190
2022
Q4 		$272K Sell
12,845
-149,479
-92% -$2.43M 0.02% 332
2022
Q3 		$2.84M Buy
+162,324
New +$2.88M 0.21% 93
2022
Q1 		$3.04M Buy
+133,435
New +$3.54M 0.21% 98

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
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 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
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

WealthPlan Investment Management's SONO Position: Q3 2023 in Review

WealthPlan Investment Management sold out of Sonos (SONO) in Q3 2023, closing a stake of 2,065 shares — an estimated $33.7K sold.

WealthPlan Investment Management first reported a position in SONO in Q1 2022 and held it in 5 quarters. The position peaked at $3.04M in Q1 2022. 243 funds tracked by Wall St. Rank hold SONO as of Q3 2023.

  • WealthPlan Investment Management reported no remaining Sonos position as of Q3 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 2,065 Sonos shares in Q3 2023, an estimated $33.7K.
  • WealthPlan Investment Management first reported a position in Sonos in Q1 2022 and held it in 5 quarters.
  • WealthPlan Investment Management's Sonos position peaked at $3.04M in Q1 2022.
  • 243 funds tracked by Wall St. Rank held Sonos as of Q3 2023.

Based on WealthPlan Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.