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Accel Wealth Management’s Sony SONY Stock Holding History

Accel 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
2023
Q2 		– Sell
-3,000
Closed -$54.4K – 752
2023
Q1 		$54.4K Hold
3,000
– – 0.02% 456
2022
Q4 		$45.8K Hold
3,000
– – 0.02% 376
2022
Q3 		$41K Hold
3,000
– – 0.02% 411
2022
Q2 		$49K Hold
3,000
– – 0.03% 353
2022
Q1 		$62K Sell
3,000
-375
-11% -$8.15K 0.03% 329
2021
Q4 		$85K Hold
3,375
– – 0.04% 285
2021
Q3 		$75K Hold
3,375
– – 0.05% 265
2021
Q2 		$66K Hold
3,375
– – 0.04% 292
2021
Q1 		$72K Buy
3,375
+375
+13% +$7.92K 0.06% 264
2020
Q4 		$61K Buy
+3,000
New +$52.2K 0.06% 265

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Accel Wealth Management's SONY Position: Q2 2023 in Review

Accel Wealth Management sold out of Sony (SONY) in Q2 2023, closing a stake of 3,000 shares — an estimated $54.4K sold.

Accel Wealth Management first reported a position in SONY in Q4 2020 and held it in 10 quarters. The position peaked at $85K in Q4 2021. 629 funds tracked by Wall St. Rank hold SONY as of Q2 2023.

  • Accel Wealth Management reported no remaining Sony position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 3,000 Sony shares in Q2 2023, an estimated $54.4K.
  • Accel Wealth Management first reported a position in Sony in Q4 2020 and held it in 10 quarters.
  • Accel Wealth Management's Sony position peaked at $85K in Q4 2021.
  • 629 funds tracked by Wall St. Rank held Sony as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.