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Avidian Wealth Enterprises’s Sony SONY Stock Holding History

Avidian Wealth Enterprises’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
Q2 		– Sell
-13,550
Closed -$287K – 411
2021
Q1 		$287K Buy
+13,550
New +$286K 0.02% 292

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
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Avidian Wealth Enterprises's SONY Position: Q2 2021 in Review

Avidian Wealth Enterprises sold out of Sony (SONY) in Q2 2021, closing a stake of 13,550 shares — an estimated $287K sold.

Avidian Wealth Enterprises first reported a position in SONY in Q1 2021 and held it in 1 quarter. The position peaked at $287K in Q1 2021. 548 funds tracked by Wall St. Rank hold SONY as of Q2 2021.

  • Avidian Wealth Enterprises reported no remaining Sony position as of Q2 2021 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 13,550 Sony shares in Q2 2021, an estimated $287K.
  • Avidian Wealth Enterprises first reported a position in Sony in Q1 2021 and held it in 1 quarter.
  • Avidian Wealth Enterprises's Sony position peaked at $287K in Q1 2021.
  • 548 funds tracked by Wall St. Rank held Sony as of Q2 2021.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2021, filed 9 Aug 2021.