Atlas Private Wealth Advisors’s Sony SONY Stock Holding History

Atlas Private Wealth 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
2021 Q4	–	Sell	-500	Closed	-$11K	–	612
2021 Q3	$11K	Hold	500	–	–	0.01%	452
2021 Q2	$10K	Sell	500 -25	-5%	-$507	0.01%	476
2021 Q1	$11K	Sell	525 -250	-32%	-$5.28K	0.01%	486
2020 Q4	$16K	Buy	775 +25	+3%	+$435	0.01%	367
2020 Q3	$12K	Hold	750	–	–	0.01%	371
2020 Q2	$10K	Buy	+750	New	+$9.75K	0.01%	408

Other funds holding SONY

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Atlas Private Wealth Advisors's SONY Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Sony (SONY) in Q4 2021, closing a stake of 500 shares — an estimated $11K sold.

Atlas Private Wealth Advisors first reported a position in SONY in Q2 2020 and held it in 6 quarters. The position peaked at $16K in Q4 2020. 633 funds tracked by Wall St. Rank hold SONY as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Sony position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 500 Sony shares in Q4 2021, an estimated $11K.
Atlas Private Wealth Advisors first reported a position in Sony in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's Sony position peaked at $16K in Q4 2020.
633 funds tracked by Wall St. Rank held Sony as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.