WP
SONO icon

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

Other funds holding SONO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $545M AUM 56.2% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.16B AUM 23.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $3.12B AUM 53.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

WealthPLAN Partners's SONO Position: Q3 2023 in Review

WealthPLAN Partners sold out of Sonos (SONO) in Q3 2023, closing a stake of 2,880 shares — an estimated $47K sold.

WealthPLAN Partners first reported a position in SONO in Q2 2021 and held it in 7 quarters. The position peaked at $3.06M in Q2 2021. 243 funds tracked by Wall St. Rank hold SONO as of Q3 2023.

  • WealthPLAN Partners reported no remaining Sonos position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 2,880 Sonos shares in Q3 2023, an estimated $47K.
  • WealthPLAN Partners first reported a position in Sonos in Q2 2021 and held it in 7 quarters.
  • WealthPLAN Partners's Sonos position peaked at $3.06M in Q2 2021.
  • 243 funds tracked by Wall St. Rank held Sonos as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.