BNC Wealth Management’s Sony SONY Stock Holding History

BNC 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
2020 Q4	–	Sell	-65	Closed	-$1K	–	405
2020 Q3	$1K	Buy	+65	New	+$1.01K	﹤0.01%	497

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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 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

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

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

AII

AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

BNC Wealth Management's SONY Position: Q4 2020 in Review

BNC Wealth Management sold out of Sony (SONY) in Q4 2020, closing a stake of 65 shares — an estimated $1K sold.

BNC Wealth Management first reported a position in SONY in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 527 funds tracked by Wall St. Rank hold SONY as of Q4 2020.

BNC Wealth Management reported no remaining Sony position as of Q4 2020 after selling out during the quarter.
BNC Wealth Management sold 65 Sony shares in Q4 2020, an estimated $1K.
BNC Wealth Management first reported a position in Sony in Q3 2020 and held it in 1 quarter.
BNC Wealth Management's Sony position peaked at $1K in Q3 2020.
527 funds tracked by Wall St. Rank held Sony as of Q4 2020.

Based on BNC Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.