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Avestar Capital’s Sony SONY Stock Holding History

Avestar Capital’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
2024
Q1 		– Sell
-10,630
Closed -$201K – 492
2023
Q4 		$201K Sell
10,630
-2,325
-18% -$40.3K 0.02% 362
2023
Q3 		$214K Sell
12,955
-10
-0.1% -$175 0.03% 317
2023
Q2 		$233K Buy
12,965
+480
+4% +$9K 0.04% 283
2023
Q1 		$226K Buy
+12,485
New +$216K 0.04% 277
2019
Q3 		– Sell
-585
Closed -$4K – 731
2019
Q2 		$4K Buy
585
+515
+736% +$5.06K ﹤0.01% 610
2019
Q1 		$0 Sell
70
-570
-89% -$5.34K ﹤0.01% 970
2018
Q4 		$5K Sell
640
-60
-9% -$635 ﹤0.01% 535
2018
Q3 		$7K Buy
700
+60
+9% +$661 ﹤0.01% 513
2018
Q2 		$5K Buy
640
+150
+31% +$1.46K ﹤0.01% 578
2018
Q1 		$5K Buy
+490
New +$4.83K ﹤0.01% 543

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
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
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

Avestar Capital's SONY Position: Q1 2024 in Review

Avestar Capital sold out of Sony (SONY) in Q1 2024, closing a stake of 10,630 shares — an estimated $201K sold.

Avestar Capital first reported a position in SONY in Q1 2018 and held it in 10 quarters. The position peaked at $233K in Q2 2023. 651 funds tracked by Wall St. Rank hold SONY as of Q1 2024.

  • Avestar Capital reported no remaining Sony position as of Q1 2024 after selling out during the quarter.
  • Avestar Capital sold 10,630 Sony shares in Q1 2024, an estimated $201K.
  • Avestar Capital first reported a position in Sony in Q1 2018 and held it in 10 quarters.
  • Avestar Capital's Sony position peaked at $233K in Q2 2023.
  • 651 funds tracked by Wall St. Rank held Sony as of Q1 2024.

Based on Avestar Capital's 13F filing for Q1 2024, filed 10 May 2024.