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Credential Qtrade Securities’s Sony SONY Stock Holding History

Credential Qtrade Securities’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 		$1.3M Buy
75,545
+10,650
+16% +$196K 0.07% 117
2023
Q4 		$1.23M Sell
64,895
-1,000
-2% -$17.3K 0.07% 117
2023
Q3 		$1.09M Buy
65,895
+4,900
+8% +$85.5K 0.07% 123
2023
Q2 		$1.1M Sell
60,995
-1,400
-2% -$26.3K 0.07% 118
2023
Q1 		$1.13M Buy
62,395
+15,545
+33% +$269K 0.08% 116
2022
Q4 		$715K Buy
+46,850
New +$700K 0.05% 143

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Credential Qtrade Securities's SONY Position: Q1 2024 in Review

Credential Qtrade Securities increased its Sony (SONY) stake by 16% in Q1 2024, buying an estimated $196K and bringing the position to 75,545 shares worth $1.3M. The position accounts for 0.07% of the portfolio, ranked #117.

Credential Qtrade Securities first reported a position in SONY in Q4 2022 and has held it in 6 quarters since. 652 funds tracked by Wall St. Rank hold SONY as of Q1 2024.

  • Credential Qtrade Securities held 75,545 shares of Sony worth $1.3M as of Q1 2024.
  • Credential Qtrade Securities bought 10,650 Sony shares in Q1 2024, an estimated $196K.
  • Sony made up 0.07% of Credential Qtrade Securities's portfolio in Q1 2024, its #117 holding.
  • Credential Qtrade Securities first reported a position in Sony in Q4 2022 and has held it in 6 quarters since.
  • 652 funds tracked by Wall St. Rank held Sony as of Q1 2024.

Based on Credential Qtrade Securities's 13F filing for Q1 2024, filed 21 Jul 2025.