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WealthPLAN Partners’s Sonos SONO Stock Holding History

WealthPLAN Partners’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
-2,880
Closed -$47K – 1037
2023
Q2 		$47K Sell
2,880
-1,594
-36% -$28.3K 0.01% 522
2023
Q1 		$87.8K Sell
4,474
-8,371
-65% -$160K 0.01% 454
2022
Q4 		$272K Buy
+12,845
New +$209K 0.02% 332
2022
Q1 		$3.04M Buy
133,435
+27,608
+26% +$733K 0.21% 98
2021
Q4 		$2.67M Buy
105,827
+13,724
+15% +$436K 0.18% 104
2021
Q3 		$2.85M Buy
92,103
+4,311
+5% +$155K 0.19% 97
2021
Q2 		$3.06M Buy
+87,792
New +$3.28M 0.22% 89

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TI
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CCM
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Franklin Resources
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State Street
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JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
HRCM
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Wellington Management Group
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Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return