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CarsonAllaria Wealth Management’s Sony SONY Stock Holding History

CarsonAllaria 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
2025
Q3 		– Sell
-501
Closed -$13.1K – 295
2025
Q2 		$13.1K Hold
501
– – 0.01% 233
2025
Q1 		$12.7K Buy
501
+150
+43% +$3.47K 0.01% 235
2024
Q4 		$7.44K Sell
351
-129
-27% -$2.51K ﹤0.01% 265
2024
Q3 		$9.35K Hold
480
– – 0.01% 263
2024
Q2 		$8.22K Buy
480
+120
+33% +$1.98K 0.01% 267
2024
Q1 		$6.24K Sell
360
-655
-65% -$12K ﹤0.01% 279
2023
Q4 		$19.3K Sell
1,015
-150
-13% -$2.6K 0.01% 176
2023
Q3 		$19.3K Hold
1,165
– – 0.02% 164
2023
Q2 		$21K Hold
1,165
– – 0.02% 166
2023
Q1 		$21.2K Hold
1,165
– – 0.02% 162
2022
Q4 		$18K Hold
1,165
– – 0.02% 158
2022
Q3 		$15K Hold
1,165
– – 0.01% 163
2022
Q2 		$19K Hold
1,165
– – 0.02% 148
2022
Q1 		$24K Hold
1,165
– – 0.02% 151
2021
Q4 		$29K Buy
+1,165
New +$27.7K 0.03% 152

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Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return