Cetera Advisors’s Sony SONY Stock Holding History

Cetera 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
2024 Q1	$586K	Buy	34,165 +15,475	+83%	+$284K	﹤0.01%	1504
2023 Q4	$354K	Sell	18,690 -855	-4%	-$14.8K	﹤0.01%	1325
2023 Q3	$322K	Buy	+19,545	New	+$341K	0.01%	1284
2023 Q2	–	Sell	-11,550	Closed	-$209K	–	1754
2023 Q1	$209K	Buy	+11,550	New	+$200K	﹤0.01%	1473
2020 Q3	–	Sell	-20,005	Closed	-$277K	–	993
2020 Q2	$277K	Buy	+20,005	New	+$260K	0.01%	725
2019 Q1	–	Sell	-34,370	Closed	-$332K	–	1275
2018 Q4	$332K	Buy	+34,370	New	+$364K	0.02%	604

Other funds holding SONY

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Cetera Advisors's SONY Position: Q1 2024 in Review

Cetera Advisors increased its Sony (SONY) stake by 83% in Q1 2024, buying an estimated $284K and bringing the position to 34,165 shares worth $586K. The position accounts for ﹤0.01% of the portfolio, ranked #1504.

Cetera Advisors first reported a position in SONY in Q4 2018 and has held it in 6 quarters since. 651 funds tracked by Wall St. Rank hold SONY as of Q1 2024.

Cetera Advisors held 34,165 shares of Sony worth $586K as of Q1 2024.
Cetera Advisors bought 15,475 Sony shares in Q1 2024, an estimated $284K.
Sony made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1504 holding.
Cetera Advisors first reported a position in Sony in Q4 2018 and has held it in 6 quarters since.
651 funds tracked by Wall St. Rank held Sony as of Q1 2024.

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