Destination Wealth Management’s Sony SONY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q2
Sell
-500
Closed -$4K 722
2019
Q1
$4K Buy
+500
New +$4.68K ﹤0.01% 562

Other funds holding SONY

Destination Wealth Management's SONY Position: Q2 2019 in Review

Destination Wealth Management sold out of Sony (SONY) in Q2 2019, closing a stake of 500 shares — an estimated $4K sold.

Destination Wealth Management first reported a position in SONY in Q1 2019 and held it in 1 quarter. The position peaked at $4K in Q1 2019. 384 funds tracked by Wall St. Rank hold SONY as of Q2 2019.

  • Destination Wealth Management reported no remaining Sony position as of Q2 2019 after selling out during the quarter.
  • Destination Wealth Management sold 500 Sony shares in Q2 2019, an estimated $4K.
  • Destination Wealth Management first reported a position in Sony in Q1 2019 and held it in 1 quarter.
  • Destination Wealth Management's Sony position peaked at $4K in Q1 2019.
  • 384 funds tracked by Wall St. Rank held Sony as of Q2 2019.

Based on Destination Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.