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Coppell Advisory Solutions’s Sony SONY Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-878
Closed -$18.6K – 1629
2024
Q4 		$18.6K Sell
878
-232
-21% -$4.52K ﹤0.01% 910
2024
Q3 		$21.4K Sell
1,110
-20
-2% -$365 ﹤0.01% 848
2024
Q2 		$19.2K Buy
+1,130
New +$18.7K ﹤0.01% 805
2023
Q4 		$15.7K Sell
830
-420
-34% -$7.29K ﹤0.01% 811
2023
Q3 		$19.1K Buy
1,250
+420
+51% +$7.33K 0.01% 502
2023
Q2 		$14.9K Buy
+830
New +$15.6K ﹤0.01% 617
2023
Q1 		– Sell
-1,250
Closed -$19.1K – 937
2022
Q4 		$19.1K Buy
+1,250
New +$18.7K 0.01% 508

Other funds holding SONY

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Coppell Advisory Solutions's SONY Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Sony (SONY) in Q1 2025, closing a stake of 878 shares — an estimated $18.6K sold.

Coppell Advisory Solutions first reported a position in SONY in Q4 2022 and held it in 7 quarters. The position peaked at $21.4K in Q3 2024. 747 funds tracked by Wall St. Rank hold SONY as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Sony position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 878 Sony shares in Q1 2025, an estimated $18.6K.
  • Coppell Advisory Solutions first reported a position in Sony in Q4 2022 and held it in 7 quarters.
  • Coppell Advisory Solutions's Sony position peaked at $21.4K in Q3 2024.
  • 747 funds tracked by Wall St. Rank held Sony as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.