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Cary Street Partners Investment Advisory’s Sony SONY Stock Holding History

Cary Street Partners Investment Advisory’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
Q1 		– Sell
-185
Closed -$2.82K – 1719
2022
Q4 		$2.82K Buy
+185
New +$2.76K ﹤0.01% 1452
2020
Q4 		– Sell
-175
Closed -$3K – 789
2020
Q3 		$3K Buy
+175
New +$2.72K ﹤0.01% 890

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Cary Street Partners Investment Advisory's SONY Position: Q1 2023 in Review

Cary Street Partners Investment Advisory sold out of Sony (SONY) in Q1 2023, closing a stake of 185 shares — an estimated $2.82K sold.

Cary Street Partners Investment Advisory first reported a position in SONY in Q3 2020 and held it in 2 quarters. The position peaked at $3K in Q3 2020. 607 funds tracked by Wall St. Rank hold SONY as of Q1 2023.

  • Cary Street Partners Investment Advisory reported no remaining Sony position as of Q1 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 185 Sony shares in Q1 2023, an estimated $2.82K.
  • Cary Street Partners Investment Advisory first reported a position in Sony in Q3 2020 and held it in 2 quarters.
  • Cary Street Partners Investment Advisory's Sony position peaked at $3K in Q3 2020.
  • 607 funds tracked by Wall St. Rank held Sony as of Q1 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q1 2023, filed 12 May 2023.