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Brewin Dolphin Wealth Management’s Sony SONY Stock Holding History

Brewin Dolphin 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
2022
Q2 		– Sell
-370
Closed -$8K – 380
2022
Q1 		$8K Buy
+370
New +$8.04K ﹤0.01% 302

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Morgan Stanley
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ACM
Anomaly Capital Management New York $1.65B AUM 26.47% 1-Year Est. Return

Brewin Dolphin Wealth Management's SONY Position: Q2 2022 in Review

Brewin Dolphin Wealth Management sold out of Sony (SONY) in Q2 2022, closing a stake of 370 shares — an estimated $8K sold.

Brewin Dolphin Wealth Management first reported a position in SONY in Q1 2022 and held it in 1 quarter. The position peaked at $8K in Q1 2022. 581 funds tracked by Wall St. Rank hold SONY as of Q2 2022.

  • Brewin Dolphin Wealth Management reported no remaining Sony position as of Q2 2022 after selling out during the quarter.
  • Brewin Dolphin Wealth Management sold 370 Sony shares in Q2 2022, an estimated $8K.
  • Brewin Dolphin Wealth Management first reported a position in Sony in Q1 2022 and held it in 1 quarter.
  • Brewin Dolphin Wealth Management's Sony position peaked at $8K in Q1 2022.
  • 581 funds tracked by Wall St. Rank held Sony as of Q2 2022.

Based on Brewin Dolphin Wealth Management's 13F filing for Q2 2022, filed 14 Nov 2022.