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Atria Wealth Solutions’s Sony SONY Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$548K Sell
21,058
-66,236
-76% -$1.66M 0.01% 872
2025
Q1 		$2.22M Sell
87,294
-2,576
-3% -$59.5K 0.03% 597
2024
Q4 		$1.9M Buy
89,870
+8,420
+10% +$164K 0.02% 666
2024
Q3 		$1.57M Sell
81,450
-9,660
-11% -$176K 0.02% 728
2024
Q2 		$1.55M Sell
91,110
-8,270
-8% -$137K 0.02% 724
2024
Q1 		$1.7M Buy
99,380
+2,355
+2% +$43.3K 0.02% 692
2023
Q4 		$1.84M Buy
97,025
+31,370
+48% +$544K 0.02% 628
2023
Q3 		$1.08M Buy
65,655
+21,215
+48% +$370K 0.02% 774
2023
Q2 		$800K Buy
44,440
+645
+1% +$12.1K 0.01% 944
2023
Q1 		$794K Buy
43,795
+15,040
+52% +$261K 0.01% 901
2022
Q4 		$439K Buy
28,755
+155
+0.5% +$2.31K 0.01% 1152
2022
Q3 		$366K Buy
28,600
+865
+3% +$13.9K 0.01% 1187
2022
Q2 		$454K Sell
27,735
-9,230
-25% -$163K 0.01% 1023
2022
Q1 		$759K Buy
+36,965
New +$803K 0.01% 839

Other funds holding SONY

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return