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Altium Wealth Management’s Sony SONY Stock Holding History

Altium 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
2022
Q2 		$1.08M Buy
66,270
+6,660
+11% +$118K 0.08% 149
2022
Q1 		$1.23M Buy
59,610
+8,700
+17% +$189K 0.08% 137
2021
Q4 		$1.29M Buy
50,910
+10,915
+27% +$260K 0.08% 119
2021
Q3 		$885K Buy
39,995
+3,740
+10% +$78.3K 0.06% 152
2021
Q2 		$705K Buy
36,255
+1,375
+4% +$27.9K 0.05% 167
2021
Q1 		$740K Buy
34,880
+4,655
+15% +$98.3K 0.06% 154
2020
Q4 		$611K Buy
30,225
+1,550
+5% +$27K 0.05% 161
2020
Q3 		$440K Buy
28,675
+1,740
+6% +$27.1K 0.05% 196
2020
Q2 		$372K Buy
26,935
+6,035
+29% +$78.4K 0.04% 234
2020
Q1 		$247K Buy
+20,900
New +$274K 0.03% 250

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ACM
Anomaly Capital Management New York $1.65B AUM 26.47% 1-Year Est. Return

Altium Wealth Management's SONY Position: Q2 2022 in Review

Altium Wealth Management increased its Sony (SONY) stake by 11% in Q2 2022, buying an estimated $118K and bringing the position to 66,270 shares worth $1.08M. The position accounts for 0.08% of the portfolio, ranked #149.

Altium Wealth Management first reported a position in SONY in Q1 2020 and has held it in 10 quarters since. The position peaked at $1.29M in Q4 2021. 581 funds tracked by Wall St. Rank hold SONY as of Q2 2022.

  • Altium Wealth Management held 66,270 shares of Sony worth $1.08M as of Q2 2022.
  • Altium Wealth Management bought 6,660 Sony shares in Q2 2022, an estimated $118K.
  • Sony made up 0.08% of Altium Wealth Management's portfolio in Q2 2022, its #149 holding.
  • Altium Wealth Management first reported a position in Sony in Q1 2020 and has held it in 10 quarters since.
  • Altium Wealth Management's Sony position peaked at $1.29M in Q4 2021.
  • 581 funds tracked by Wall St. Rank held Sony as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.