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Coppell Advisory Solutions Corp’s Sony SONY Stock Holding History

Coppell Advisory Solutions Corp’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
2023
Q1 		– Sell
-1,250
Closed -$19.1K – 937
2022
Q4 		$19.1K Buy
+1,250
New +$18.7K 0.01% 508

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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
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Coppell Advisory Solutions Corp's SONY Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of Sony (SONY) in Q1 2023, closing a stake of 1,250 shares — an estimated $19.1K sold.

Coppell Advisory Solutions Corp first reported a position in SONY in Q4 2022 and held it in 1 quarter. The position peaked at $19.1K in Q4 2022. 606 funds tracked by Wall St. Rank hold SONY as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining Sony position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 1,250 Sony shares in Q1 2023, an estimated $19.1K.
  • Coppell Advisory Solutions Corp first reported a position in Sony in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's Sony position peaked at $19.1K in Q4 2022.
  • 606 funds tracked by Wall St. Rank held Sony as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.