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Cordasco Financial Network’s Sony SONY Stock Holding History

Cordasco Financial Network’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
2021
Q3 		– Sell
-140
Closed -$3K – 574
2021
Q2 		$3K Hold
140
– – ﹤0.01% 513
2021
Q1 		$3K Buy
+140
New +$2.96K ﹤0.01% 508
2018
Q3 		– Sell
-375
Closed -$4K – 390
2018
Q2 		$4K Buy
+375
New +$3.65K ﹤0.01% 315

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
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Cordasco Financial Network's SONY Position: Q3 2021 in Review

Cordasco Financial Network sold out of Sony (SONY) in Q3 2021, closing a stake of 140 shares — an estimated $3K sold.

Cordasco Financial Network first reported a position in SONY in Q2 2018 and held it in 3 quarters. The position peaked at $4K in Q2 2018. 568 funds tracked by Wall St. Rank hold SONY as of Q3 2021.

  • Cordasco Financial Network reported no remaining Sony position as of Q3 2021 after selling out during the quarter.
  • Cordasco Financial Network sold 140 Sony shares in Q3 2021, an estimated $3K.
  • Cordasco Financial Network first reported a position in Sony in Q2 2018 and held it in 3 quarters.
  • Cordasco Financial Network's Sony position peaked at $4K in Q2 2018.
  • 568 funds tracked by Wall St. Rank held Sony as of Q3 2021.

Based on Cordasco Financial Network's 13F filing for Q3 2021, filed 12 Nov 2021.