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AMJ Financial Wealth Management’s Sony SONY Stock Holding History

AMJ Financial 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
Q3 		– Sell
-353,250
Closed -$6.36M – 73
2023
Q2 		$6.36M Buy
+353,250
New +$6.63M 2.79% 16
2020
Q1 		– Sell
-272,650
Closed -$3.71M – 56
2019
Q4 		$3.71M Buy
+272,650
New +$3.4M 2.61% 21

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

AMJ Financial Wealth Management's SONY Position: Q3 2023 in Review

AMJ Financial Wealth Management sold out of Sony (SONY) in Q3 2023, closing a stake of 353,250 shares — an estimated $6.36M sold.

AMJ Financial Wealth Management first reported a position in SONY in Q4 2019 and held it in 2 quarters. The position peaked at $6.36M in Q2 2023. 616 funds tracked by Wall St. Rank hold SONY as of Q3 2023.

  • AMJ Financial Wealth Management reported no remaining Sony position as of Q3 2023 after selling out during the quarter.
  • AMJ Financial Wealth Management sold 353,250 Sony shares in Q3 2023, an estimated $6.36M.
  • AMJ Financial Wealth Management first reported a position in Sony in Q4 2019 and held it in 2 quarters.
  • AMJ Financial Wealth Management's Sony position peaked at $6.36M in Q2 2023.
  • 616 funds tracked by Wall St. Rank held Sony as of Q3 2023.

Based on AMJ Financial Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.