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Dixon Hughes Goodman Wealth Advisors’s Sony SONY Stock Holding History

Dixon Hughes Goodman Wealth Advisors’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
Q1 		$41K Hold
2,010
– – 0.01% 331
2021
Q4 		$51K Buy
+2,010
New +$47.9K 0.02% 265

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
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 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
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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's SONY Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors held its Sony (SONY) position steady in Q1 2022 at 2,010 shares worth $41K. The position accounts for 0.01% of the portfolio, ranked #331.

Dixon Hughes Goodman Wealth Advisors first reported a position in SONY in Q4 2021 and has held it in 2 quarters since. The position peaked at $51K in Q4 2021. 607 funds tracked by Wall St. Rank hold SONY as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 2,010 shares of Sony worth $41K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors left its Sony share count unchanged in Q1 2022.
  • Sony made up 0.01% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #331 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Sony in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's Sony position peaked at $51K in Q4 2021.
  • 607 funds tracked by Wall St. Rank held Sony as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.