CFM Wealth Partners’s Sony SONY Stock Holding History

CFM Wealth Partners’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
2020 Q3	–	Sell	-3,785	Closed	-$52K	–	414
2020 Q2	$52K	Hold	3,785	–	–	0.02%	278
2020 Q1	$45K	Buy	+3,785	New	+$49.6K	0.02%	279

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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 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

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

CFM Wealth Partners's SONY Position: Q3 2020 in Review

CFM Wealth Partners sold out of Sony (SONY) in Q3 2020, closing a stake of 3,785 shares — an estimated $52K sold.

CFM Wealth Partners first reported a position in SONY in Q1 2020 and held it in 2 quarters. The position peaked at $52K in Q2 2020. 459 funds tracked by Wall St. Rank hold SONY as of Q3 2020.

CFM Wealth Partners reported no remaining Sony position as of Q3 2020 after selling out during the quarter.
CFM Wealth Partners sold 3,785 Sony shares in Q3 2020, an estimated $52K.
CFM Wealth Partners first reported a position in Sony in Q1 2020 and held it in 2 quarters.
CFM Wealth Partners's Sony position peaked at $52K in Q2 2020.
459 funds tracked by Wall St. Rank held Sony as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.