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Dakota Wealth Management’s Sony SONY Stock Holding History

Dakota 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
2025
Q1 		– Sell
-11,260
Closed -$238K – 797
2024
Q4 		$238K Sell
11,260
-2,115
-16% -$41.2K 0.01% 678
2024
Q3 		$258K Sell
13,375
-1,090
-8% -$19.9K 0.01% 628
2024
Q2 		$246K Sell
14,465
-950
-6% -$15.7K 0.01% 628
2024
Q1 		$264K Sell
15,415
-3,065
-17% -$56.3K 0.01% 612
2023
Q4 		$350K Sell
18,480
-9,170
-33% -$159K 0.01% 483
2023
Q3 		$456K Sell
27,650
-1,930
-7% -$33.7K 0.02% 427
2023
Q2 		$533K Sell
29,580
-2,110
-7% -$39.6K 0.03% 369
2023
Q1 		$575K Sell
31,690
-4,865
-13% -$84.3K 0.04% 338
2022
Q4 		$558K Sell
36,555
-905
-2% -$13.5K 0.04% 328
2022
Q3 		$480K Buy
+37,460
New +$600K 0.04% 342

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

Dakota Wealth Management's SONY Position: Q1 2025 in Review

Dakota Wealth Management sold out of Sony (SONY) in Q1 2025, closing a stake of 11,260 shares — an estimated $238K sold.

Dakota Wealth Management first reported a position in SONY in Q3 2022 and held it in 10 quarters. The position peaked at $575K in Q1 2023. 747 funds tracked by Wall St. Rank hold SONY as of Q1 2025.

  • Dakota Wealth Management reported no remaining Sony position as of Q1 2025 after selling out during the quarter.
  • Dakota Wealth Management sold 11,260 Sony shares in Q1 2025, an estimated $238K.
  • Dakota Wealth Management first reported a position in Sony in Q3 2022 and held it in 10 quarters.
  • Dakota Wealth Management's Sony position peaked at $575K in Q1 2023.
  • 747 funds tracked by Wall St. Rank held Sony as of Q1 2025.

Based on Dakota Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.