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Wipfli Financial Advisors’s Sonos SONO Stock Holding History

Wipfli 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
Q3 		$21K Buy
+1,512
New +$26.8K ﹤0.01% 1559

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
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
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wipfli Financial Advisors's SONO Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Sonos (SONO) in Q3 2022: 1,512 shares worth $21K. The stake represents ﹤0.01% of the portfolio and ranks #1559 among its holdings.

304 funds tracked by Wall St. Rank hold SONO as of Q3 2022.

  • Wipfli Financial Advisors held 1,512 shares of Sonos worth $21K as of Q3 2022.
  • Sonos was a new Wipfli Financial Advisors position in Q3 2022.
  • Sonos made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1559 holding.
  • 304 funds tracked by Wall St. Rank held Sonos as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.