Baldwin Wealth Partners’s Sony SONY Stock Holding History

Baldwin Wealth Partners’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 Q3	–	Sell	-500	Closed	-$8.49K	–	1166
2024 Q2	$8.49K	Hold	500	–	–	﹤0.01%	552
2024 Q1	$8.57K	Hold	500	–	–	﹤0.01%	565
2023 Q4	$9.47K	Sell	500 -7,945	-94%	-$138K	﹤0.01%	581
2023 Q3	$139K	Hold	8,445	–	–	0.01%	258
2023 Q2	$152K	Sell	8,445 -55	-0.6%	-$1.03K	0.01%	267
2023 Q1	$154K	Sell	8,500 -75	-0.9%	-$1.3K	0.01%	266
2022 Q4	$131K	Buy	8,575 +95	+1%	+$1.42K	0.01%	284
2022 Q3	$109K	Hold	8,480	–	–	0.02%	233
2022 Q2	$139K	Sell	8,480 -295	-3%	-$5.22K	0.02%	222
2022 Q1	$180K	Buy	8,775 +2,905	+49%	+$63.1K	0.02%	218
2021 Q4	$148K	Buy	5,870 +5,370	+1,074%	+$128K	0.01%	226
2021 Q3	$11K	Hold	500	–	–	﹤0.01%	513
2021 Q2	$10K	Hold	500	–	–	﹤0.01%	537
2021 Q1	$11K	Hold	500	–	–	﹤0.01%	506
2020 Q4	$10K	Hold	500	–	–	﹤0.01%	458
2020 Q3	$8K	Hold	500	–	–	﹤0.01%	446
2020 Q2	$7K	Hold	500	–	–	﹤0.01%	455
2020 Q1	$6K	Sell	500 -3,000	-86%	-$39.3K	﹤0.01%	463
2019 Q4	$48K	Hold	3,500	–	–	0.01%	324
2019 Q3	$41K	Hold	3,500	–	–	0.01%	332
2019 Q2	$37K	Hold	3,500	–	–	0.01%	343
2019 Q1	$30K	Hold	3,500	–	–	﹤0.01%	357
2018 Q4	$34K	Hold	3,500	–	–	0.01%	322
2018 Q3	$42K	Hold	3,500	–	–	0.01%	335
2018 Q2	$36K	Hold	3,500	–	–	0.01%	346
2018 Q1	$34K	Buy	3,500 +2,750	+367%	+$27.1K	0.01%	336
2017 Q4	$7K	Buy	+750	New	+$6.44K	﹤0.01%	428

Other funds holding SONY

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Baldwin Wealth Partners's SONY Position: Q3 2024 in Review

Baldwin Wealth Partners sold out of Sony (SONY) in Q3 2024, closing a stake of 500 shares — an estimated $8.49K sold.

Baldwin Wealth Partners first reported a position in SONY in Q4 2017 and held it in 27 quarters. The position peaked at $180K in Q1 2022. 659 funds tracked by Wall St. Rank hold SONY as of Q3 2024.

Baldwin Wealth Partners reported no remaining Sony position as of Q3 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 500 Sony shares in Q3 2024, an estimated $8.49K.
Baldwin Wealth Partners first reported a position in Sony in Q4 2017 and held it in 27 quarters.
Baldwin Wealth Partners's Sony position peaked at $180K in Q1 2022.
659 funds tracked by Wall St. Rank held Sony as of Q3 2024.

Based on Baldwin Wealth Partners's 13F filing for Q3 2024, filed 16 Oct 2024.