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Curi Wealth Management’s Sony SONY Stock Holding History

Curi Wealth Management’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
2022
Q3 		– Sell
-40
Closed -$1K – 615
2022
Q2 		$1K Hold
40
– – ﹤0.01% 595
2022
Q1 		$0 Hold
40
– – ﹤0.01% 639
2021
Q4 		$1K Buy
+40
New +$952 ﹤0.01% 461

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
ACM
Anomaly Capital Management New York $1.65B AUM 26.47% 1-Year Est. Return

Curi Wealth Management's SONY Position: Q3 2022 in Review

Curi Wealth Management sold out of Sony (SONY) in Q3 2022, closing a stake of 40 shares — an estimated $1K sold.

Curi Wealth Management first reported a position in SONY in Q4 2021 and held it in 3 quarters. The position peaked at $1K in Q2 2022. 531 funds tracked by Wall St. Rank hold SONY as of Q3 2022.

  • Curi Wealth Management reported no remaining Sony position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 40 Sony shares in Q3 2022, an estimated $1K.
  • Curi Wealth Management first reported a position in Sony in Q4 2021 and held it in 3 quarters.
  • Curi Wealth Management's Sony position peaked at $1K in Q2 2022.
  • 531 funds tracked by Wall St. Rank held Sony as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.