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American Portfolios Advisors’s Sony SONY Stock Holding History

American Portfolios Advisors’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
Q3 		$109K Buy
8,535
+660
+8% +$10.6K ﹤0.01% 1307
2022
Q2 		$129K Sell
7,875
-2,600
-25% -$46.1K 0.01% 1275
2022
Q1 		$215K Buy
10,475
+2,380
+29% +$51.7K 0.01% 1128
2021
Q4 		$205K Sell
8,095
-1,330
-14% -$31.7K 0.01% 1146
2021
Q3 		$208K Sell
9,425
-10,305
-52% -$216K 0.01% 1099
2021
Q2 		$384K Buy
19,730
+1,490
+8% +$30.2K 0.01% 837
2021
Q1 		$387K Buy
18,240
+6,505
+55% +$137K 0.02% 759
2020
Q4 		$237K Buy
11,735
+3,615
+45% +$62.9K 0.01% 825
2020
Q3 		$125K Buy
8,120
+2,115
+35% +$32.9K 0.01% 984
2020
Q2 		$83K Sell
6,005
-625
-9% -$8.12K 0.01% 1065
2020
Q1 		$78.5K Sell
6,630
-3,810
-36% -$49.9K 0.01% 969
2019
Q4 		$142K Sell
10,440
-250
-2% -$3.12K 0.01% 883
2019
Q3 		$126K Sell
10,690
-710
-6% -$8.02K 0.01% 892
2019
Q2 		$119K Buy
11,400
+1,880
+20% +$18.5K 0.01% 909
2019
Q1 		$80.4K Buy
9,520
+2,585
+37% +$24.2K 0.01% 980
2018
Q4 		$67K Buy
6,935
+3,475
+100% +$36.8K 0.01% 894
2018
Q3 		$42K Sell
3,460
-5,420
-61% -$59.7K ﹤0.01% 1189
2018
Q2 		$91K Sell
8,880
-11,460
-56% -$111K 0.01% 839
2018
Q1 		$197K Buy
20,340
+15
+0.1% +$148 0.03% 521
2017
Q4 		$183K Buy
+20,325
New +$175K 0.03% 526

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
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
ACM
Anomaly Capital Management New York $1.65B AUM 26.47% 1-Year Est. Return

American Portfolios Advisors's SONY Position: Q3 2022 in Review

American Portfolios Advisors increased its Sony (SONY) stake by 8.4% in Q3 2022, buying an estimated $10.6K and bringing the position to 8,535 shares worth $109K. The position accounts for ﹤0.01% of the portfolio, ranked #1307.

American Portfolios Advisors first reported a position in SONY in Q4 2017 and has held it in 20 quarters since. The position peaked at $387K in Q1 2021. 532 funds tracked by Wall St. Rank hold SONY as of Q3 2022.

  • American Portfolios Advisors held 8,535 shares of Sony worth $109K as of Q3 2022.
  • American Portfolios Advisors bought 660 Sony shares in Q3 2022, an estimated $10.6K.
  • Sony made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1307 holding.
  • American Portfolios Advisors first reported a position in Sony in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's Sony position peaked at $387K in Q1 2021.
  • 532 funds tracked by Wall St. Rank held Sony as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.