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Absher Wealth Management’s Sony SONY Stock Holding History

Absher Wealth Management’s Portfolio SONY Stock Details SONY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-41,115
Closed -$699K – 68
2024
Q2 		$699K Sell
41,115
-1,370
-3% -$22.7K 0.1% 45
2024
Q1 		$729K Sell
42,485
-2,290
-5% -$42.1K 0.1% 40
2023
Q4 		$848K Sell
44,775
-4,830
-10% -$83.8K 0.13% 37
2023
Q3 		$818K Sell
49,605
-6,370
-11% -$111K 0.14% 38
2023
Q2 		$1.01M Sell
55,975
-31,465
-36% -$590K 0.17% 37
2023
Q1 		$1.59M Sell
87,440
-6,175
-7% -$107K 0.27% 29
2022
Q4 		$1.43M Buy
93,615
+9,165
+11% +$137K 0.26% 32
2022
Q3 		$1.08M Buy
84,450
+140
+0.2% +$2.24K 0.23% 33
2022
Q2 		$1.38M Buy
84,310
+6,760
+9% +$120K 0.27% 32
2022
Q1 		$1.59M Buy
77,550
+10,230
+15% +$222K 0.27% 32
2021
Q4 		$1.7M Sell
67,320
-5,730
-8% -$136K 0.29% 33
2021
Q3 		$1.62M Buy
73,050
+15,490
+27% +$324K 0.3% 32
2021
Q2 		$1.12M Buy
57,560
+26,585
+86% +$539K 0.2% 37
2021
Q1 		$657K Buy
30,975
+3,555
+13% +$75.1K 0.12% 43
2020
Q4 		$554K Buy
27,420
+2,285
+9% +$39.7K 0.12% 44
2020
Q3 		$386K Sell
25,135
-350
-1% -$5.44K 0.09% 53
2020
Q2 		$352K Buy
25,485
+2,400
+10% +$31.2K 0.09% 57
2020
Q1 		$273K Buy
23,085
+1,480
+7% +$19.4K 0.08% 55
2019
Q4 		$311K Buy
+21,605
New +$269K 0.08% 61

Other funds holding SONY

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Absher Wealth Management's SONY Position: Q3 2024 in Review

Absher Wealth Management sold out of Sony (SONY) in Q3 2024, closing a stake of 41,115 shares — an estimated $699K sold.

Absher Wealth Management first reported a position in SONY in Q4 2019 and held it in 19 quarters. The position peaked at $1.7M in Q4 2021. 658 funds tracked by Wall St. Rank hold SONY as of Q3 2024.

  • Absher Wealth Management reported no remaining Sony position as of Q3 2024 after selling out during the quarter.
  • Absher Wealth Management sold 41,115 Sony shares in Q3 2024, an estimated $699K.
  • Absher Wealth Management first reported a position in Sony in Q4 2019 and held it in 19 quarters.
  • Absher Wealth Management's Sony position peaked at $1.7M in Q4 2021.
  • 658 funds tracked by Wall St. Rank held Sony as of Q3 2024.

Based on Absher Wealth Management's 13F filing for Q3 2024, filed 28 Oct 2024.