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WR Wealth Planners’s Sonos SONO Stock Holding History

WR Wealth Planners’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
2024
Q4 		– Sell
-300
Closed -$3.69K – 1178
2024
Q3 		$3.69K Hold
300
– – ﹤0.01% 792
2024
Q2 		$4.43K Hold
300
– – ﹤0.01% 742
2024
Q1 		$5.72K Buy
+300
New +$5.32K ﹤0.01% 694
2023
Q4 		– Sell
-300
Closed -$3.87K – 755
2023
Q3 		$3.87K Hold
300
– – ﹤0.01% 706
2023
Q2 		$4.9K Hold
300
– – ﹤0.01% 680
2023
Q1 		$5.89K Buy
+300
New +$5.72K ﹤0.01% 658

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WR Wealth Planners's SONO Position: Q4 2024 in Review

WR Wealth Planners sold out of Sonos (SONO) in Q4 2024, closing a stake of 300 shares — an estimated $3.69K sold.

WR Wealth Planners first reported a position in SONO in Q1 2023 and held it in 6 quarters. The position peaked at $5.89K in Q1 2023. 276 funds tracked by Wall St. Rank hold SONO as of Q4 2024.

  • WR Wealth Planners reported no remaining Sonos position as of Q4 2024 after selling out during the quarter.
  • WR Wealth Planners sold 300 Sonos shares in Q4 2024, an estimated $3.69K.
  • WR Wealth Planners first reported a position in Sonos in Q1 2023 and held it in 6 quarters.
  • WR Wealth Planners's Sonos position peaked at $5.89K in Q1 2023.
  • 276 funds tracked by Wall St. Rank held Sonos as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.