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Connectus Wealth’s Sony SONY Stock Holding History

Connectus Wealth’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 		– Sell
-48,755
Closed -$926K – 494
2023
Q4 		$926K Sell
48,755
-525
-1% -$9.11K 0.02% 345
2023
Q3 		$814K Buy
+49,280
New +$860K 0.02% 345
2022
Q2 		– Sell
-37,680
Closed -$959K – 468
2022
Q1 		$959K Sell
37,680
-140,510
-79% -$3.05M 0.03% 252
2021
Q4 		$4.51M Buy
+178,190
New +$4.24M 0.17% 80

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Connectus Wealth's SONY Position: Q1 2024 in Review

Connectus Wealth sold out of Sony (SONY) in Q1 2024, closing a stake of 48,755 shares — an estimated $926K sold.

Connectus Wealth first reported a position in SONY in Q4 2021 and held it in 4 quarters. The position peaked at $4.51M in Q4 2021. 651 funds tracked by Wall St. Rank hold SONY as of Q1 2024.

  • Connectus Wealth reported no remaining Sony position as of Q1 2024 after selling out during the quarter.
  • Connectus Wealth sold 48,755 Sony shares in Q1 2024, an estimated $926K.
  • Connectus Wealth first reported a position in Sony in Q4 2021 and held it in 4 quarters.
  • Connectus Wealth's Sony position peaked at $4.51M in Q4 2021.
  • 651 funds tracked by Wall St. Rank held Sony as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.