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Atticus Wealth Management’s Sony SONY Stock Holding History

Atticus 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
2022
Q4 		– Sell
-285
Closed -$5K – 625
2022
Q3 		$5K Hold
285
– – ﹤0.01% 441
2022
Q2 		$5K Buy
+285
New +$5.05K ﹤0.01% 473

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
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
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Atticus Wealth Management's SONY Position: Q4 2022 in Review

Atticus Wealth Management sold out of Sony (SONY) in Q4 2022, closing a stake of 285 shares — an estimated $5K sold.

Atticus Wealth Management first reported a position in SONY in Q2 2022 and held it in 2 quarters. The position peaked at $5K in Q3 2022. 578 funds tracked by Wall St. Rank hold SONY as of Q4 2022.

  • Atticus Wealth Management reported no remaining Sony position as of Q4 2022 after selling out during the quarter.
  • Atticus Wealth Management sold 285 Sony shares in Q4 2022, an estimated $5K.
  • Atticus Wealth Management first reported a position in Sony in Q2 2022 and held it in 2 quarters.
  • Atticus Wealth Management's Sony position peaked at $5K in Q3 2022.
  • 578 funds tracked by Wall St. Rank held Sony as of Q4 2022.

Based on Atticus Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.