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Arcadia Investment Management’s Sony SONY Stock Holding History

Arcadia Investment 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
-250
Closed -$4.5K – 340
2023
Q2 		$4.5K Buy
+250
New +$4.69K ﹤0.01% 319

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Bank of America
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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

Arcadia Investment Management's SONY Position: Q3 2023 in Review

Arcadia Investment Management sold out of Sony (SONY) in Q3 2023, closing a stake of 250 shares — an estimated $4.5K sold.

Arcadia Investment Management first reported a position in SONY in Q2 2023 and held it in 1 quarter. The position peaked at $4.5K in Q2 2023. 615 funds tracked by Wall St. Rank hold SONY as of Q3 2023.

  • Arcadia Investment Management reported no remaining Sony position as of Q3 2023 after selling out during the quarter.
  • Arcadia Investment Management sold 250 Sony shares in Q3 2023, an estimated $4.5K.
  • Arcadia Investment Management first reported a position in Sony in Q2 2023 and held it in 1 quarter.
  • Arcadia Investment Management's Sony position peaked at $4.5K in Q2 2023.
  • 615 funds tracked by Wall St. Rank held Sony as of Q3 2023.

Based on Arcadia Investment Management's 13F filing for Q3 2023, filed 23 Oct 2023.