BDO Wealth Advisors’s Sony SONY Stock Holding History

BDO Wealth Advisors’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 Q2	$18.4K	Buy	+1,020	New	+$19.1K	﹤0.01%	588
2019 Q3	–	Sell	-470	Closed	-$5K	–	653
2019 Q2	$5K	Hold	470	–	–	﹤0.01%	504
2019 Q1	$4K	Hold	470	–	–	﹤0.01%	515
2018 Q4	$5K	Hold	470	–	–	﹤0.01%	450
2018 Q3	$6K	Hold	470	–	–	﹤0.01%	493
2018 Q2	$5K	Buy	+470	New	+$4.57K	﹤0.01%	510
2018 Q1	–	Sell	-90	Closed	-$1K	–	614
2017 Q4	$1K	Buy	+90	New	+$773	﹤0.01%	471
2017 Q3	–	Sell	-10,000	Closed	-$76K	–	529
2017 Q2	$76K	Buy	+10,000	New	+$71K	0.03%	195

Other funds holding SONY

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BDO Wealth Advisors's SONY Position: Q2 2023 in Review

BDO Wealth Advisors opened a new position in Sony (SONY) in Q2 2023: 1,020 shares worth $18.4K. The stake represents ﹤0.01% of the portfolio and ranks #588 among its holdings. This is a return to the name: BDO Wealth Advisors previously reported a position in SONY as recently as Q2 2019.

BDO Wealth Advisors first reported a position in SONY in Q2 2017 and has held it in 8 quarters since. The position peaked at $76K in Q2 2017. 629 funds tracked by Wall St. Rank hold SONY as of Q2 2023.

BDO Wealth Advisors held 1,020 shares of Sony worth $18.4K as of Q2 2023.
Sony was a new BDO Wealth Advisors position in Q2 2023.
Sony made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #588 holding.
BDO Wealth Advisors first reported a position in Sony in Q2 2017 and has held it in 8 quarters since.
BDO Wealth Advisors's Sony position peaked at $76K in Q2 2017.
629 funds tracked by Wall St. Rank held Sony as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.