CPWM
SONY icon

Cypress Point Wealth Management’s Sony SONY Stock Holding History

Cypress Point 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
2021
Q3 		– Sell
-1,250
Closed -$24K – 215
2021
Q2 		$24K Buy
1,250
+250
+25% +$5.07K 0.02% 92
2021
Q1 		$21K Buy
+1,000
New +$21.1K 0.02% 62

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

Cypress Point Wealth Management's SONY Position: Q3 2021 in Review

Cypress Point Wealth Management sold out of Sony (SONY) in Q3 2021, closing a stake of 1,250 shares — an estimated $24K sold.

Cypress Point Wealth Management first reported a position in SONY in Q1 2021 and held it in 2 quarters. The position peaked at $24K in Q2 2021. 568 funds tracked by Wall St. Rank hold SONY as of Q3 2021.

  • Cypress Point Wealth Management reported no remaining Sony position as of Q3 2021 after selling out during the quarter.
  • Cypress Point Wealth Management sold 1,250 Sony shares in Q3 2021, an estimated $24K.
  • Cypress Point Wealth Management first reported a position in Sony in Q1 2021 and held it in 2 quarters.
  • Cypress Point Wealth Management's Sony position peaked at $24K in Q2 2021.
  • 568 funds tracked by Wall St. Rank held Sony as of Q3 2021.

Based on Cypress Point Wealth Management's 13F filing for Q3 2021, filed 5 Nov 2021.