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Cahill Financial Advisors’s Sony SONY Stock Holding History

Cahill Financial 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
2021
Q4 		– Sell
-630
Closed -$14K – 689
2021
Q3 		$14K Buy
+630
New +$13.2K ﹤0.01% 507

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
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Cahill Financial Advisors's SONY Position: Q4 2021 in Review

Cahill Financial Advisors sold out of Sony (SONY) in Q4 2021, closing a stake of 630 shares — an estimated $14K sold.

Cahill Financial Advisors first reported a position in SONY in Q3 2021 and held it in 1 quarter. The position peaked at $14K in Q3 2021. 633 funds tracked by Wall St. Rank hold SONY as of Q4 2021.

  • Cahill Financial Advisors reported no remaining Sony position as of Q4 2021 after selling out during the quarter.
  • Cahill Financial Advisors sold 630 Sony shares in Q4 2021, an estimated $14K.
  • Cahill Financial Advisors first reported a position in Sony in Q3 2021 and held it in 1 quarter.
  • Cahill Financial Advisors's Sony position peaked at $14K in Q3 2021.
  • 633 funds tracked by Wall St. Rank held Sony as of Q4 2021.

Based on Cahill Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.