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Compass Wealth Management’s Sony SONY Stock Holding History

Compass 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
2024
Q4 		– Sell
-500
Closed -$9.66K – 403
2024
Q3 		$9.66K Sell
500
-2,375
-83% -$43.3K ﹤0.01% 351
2024
Q2 		$48.8K Sell
2,875
-1,625
-36% -$26.9K 0.01% 246
2024
Q1 		$77.2K Buy
+4,500
New +$82.7K 0.02% 212

Other funds holding SONY

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 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 $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Compass Wealth Management's SONY Position: Q4 2024 in Review

Compass Wealth Management sold out of Sony (SONY) in Q4 2024, closing a stake of 500 shares — an estimated $9.66K sold.

Compass Wealth Management first reported a position in SONY in Q1 2024 and held it in 3 quarters. The position peaked at $77.2K in Q1 2024. 720 funds tracked by Wall St. Rank hold SONY as of Q4 2024.

  • Compass Wealth Management reported no remaining Sony position as of Q4 2024 after selling out during the quarter.
  • Compass Wealth Management sold 500 Sony shares in Q4 2024, an estimated $9.66K.
  • Compass Wealth Management first reported a position in Sony in Q1 2024 and held it in 3 quarters.
  • Compass Wealth Management's Sony position peaked at $77.2K in Q1 2024.
  • 720 funds tracked by Wall St. Rank held Sony as of Q4 2024.

Based on Compass Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.