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Cedar Wealth Management’s Sony SONY Stock Holding History

Cedar 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
-1,120
Closed -$23K – 370
2022
Q1 		$23K Hold
1,120
– – 0.01% 239
2021
Q4 		$28K Hold
1,120
– – 0.01% 225
2021
Q3 		$25K Hold
1,120
– – 0.01% 196
2021
Q2 		$22K Hold
1,120
– – 0.01% 200
2021
Q1 		$24K Hold
1,120
– – 0.01% 184
2020
Q4 		$23K Hold
1,120
– – 0.01% 166
2020
Q3 		$17K Hold
1,120
– – 0.01% 170
2020
Q2 		$15K Hold
1,120
– – 0.01% 171
2020
Q1 		$13K Buy
+1,120
New +$14.7K 0.01% 177

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
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
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

Cedar Wealth Management's SONY Position: Q2 2022 in Review

Cedar Wealth Management sold out of Sony (SONY) in Q2 2022, closing a stake of 1,120 shares — an estimated $23K sold.

Cedar Wealth Management first reported a position in SONY in Q1 2020 and held it in 9 quarters. The position peaked at $28K in Q4 2021. 581 funds tracked by Wall St. Rank hold SONY as of Q2 2022.

  • Cedar Wealth Management reported no remaining Sony position as of Q2 2022 after selling out during the quarter.
  • Cedar Wealth Management sold 1,120 Sony shares in Q2 2022, an estimated $23K.
  • Cedar Wealth Management first reported a position in Sony in Q1 2020 and held it in 9 quarters.
  • Cedar Wealth Management's Sony position peaked at $28K in Q4 2021.
  • 581 funds tracked by Wall St. Rank held Sony as of Q2 2022.

Based on Cedar Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.