Cetera Advisor Networks’s Sony SONY Stock Holding History

Cetera Advisor Networks’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
2024 Q1	$1.99M	Buy	116,100 +31,725	+38%	+$583K	0.01%	1028
2023 Q4	$1.6M	Buy	84,375 +1,010	+1%	+$17.5K	0.01%	1086
2023 Q3	$1.37M	Buy	83,365 +13,720	+20%	+$239K	0.01%	1086
2023 Q2	$1.25M	Buy	69,645 +11,030	+19%	+$207K	0.01%	1111
2023 Q1	$1.06M	Buy	58,615 +10,225	+21%	+$177K	0.01%	1195
2022 Q4	$738K	Buy	48,390 +24,525	+103%	+$366K	0.01%	1370
2022 Q3	$306K	Sell	23,865 -1,185	-5%	-$19K	﹤0.01%	1588
2022 Q2	$409K	Buy	25,050 +3,520	+16%	+$62.3K	0.01%	1415
2022 Q1	$442K	Buy	21,530 +5,195	+32%	+$113K	0.01%	1368
2021 Q4	$413K	Buy	16,335 +3,140	+24%	+$74.8K	0.01%	1396
2021 Q3	$292K	Sell	13,195 -1,025	-7%	-$21.5K	﹤0.01%	1540
2021 Q2	$276K	Buy	+14,220	New	+$288K	﹤0.01%	1553
2020 Q3	–	Sell	-6,660	Closed	-$92K	–	2760
2020 Q2	$92K	Buy	+6,660	New	+$86.5K	﹤0.01%	1564

Other funds holding SONY

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Cetera Advisor Networks's SONY Position: Q1 2024 in Review

Cetera Advisor Networks increased its Sony (SONY) stake by 38% in Q1 2024, buying an estimated $583K and bringing the position to 116,100 shares worth $1.99M. The position accounts for 0.01% of the portfolio, ranked #1028.

Cetera Advisor Networks first reported a position in SONY in Q2 2020 and has held it in 13 quarters since. 652 funds tracked by Wall St. Rank hold SONY as of Q1 2024.

Cetera Advisor Networks held 116,100 shares of Sony worth $1.99M as of Q1 2024.
Cetera Advisor Networks bought 31,725 Sony shares in Q1 2024, an estimated $583K.
Sony made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1028 holding.
Cetera Advisor Networks first reported a position in Sony in Q2 2020 and has held it in 13 quarters since.
652 funds tracked by Wall St. Rank held Sony as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.