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Baystate Wealth Management’s Sony SONY Stock Holding History

Baystate 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
2023
Q3 		– Sell
-130
Closed -$2.35K – 1089
2023
Q2 		$2.35K Hold
130
– – ﹤0.01% 818
2023
Q1 		$2.36K Buy
130
+80
+160% +$1.39K ﹤0.01% 808
2022
Q4 		$1K Buy
+50
New +$747 ﹤0.01% 907

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
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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Baystate Wealth Management's SONY Position: Q3 2023 in Review

Baystate Wealth Management sold out of Sony (SONY) in Q3 2023, closing a stake of 130 shares — an estimated $2.35K sold.

Baystate Wealth Management first reported a position in SONY in Q4 2022 and held it in 3 quarters. The position peaked at $2.36K in Q1 2023. 615 funds tracked by Wall St. Rank hold SONY as of Q3 2023.

  • Baystate Wealth Management reported no remaining Sony position as of Q3 2023 after selling out during the quarter.
  • Baystate Wealth Management sold 130 Sony shares in Q3 2023, an estimated $2.35K.
  • Baystate Wealth Management first reported a position in Sony in Q4 2022 and held it in 3 quarters.
  • Baystate Wealth Management's Sony position peaked at $2.36K in Q1 2023.
  • 615 funds tracked by Wall St. Rank held Sony as of Q3 2023.

Based on Baystate Wealth Management's 13F filing for Q3 2023, filed 26 Oct 2023.