Evolution Wealth Advisors’s Sony SONY Stock Holding History

Evolution 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
2020 Q1	–	Sell	-995	Closed	-$14K	–	602
2019 Q4	$14K	Buy	+995	New	+$12.4K	﹤0.01%	258

Other funds holding SONY

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

MNG

Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Evolution Wealth Advisors's SONY Position: Q1 2020 in Review

Evolution Wealth Advisors sold out of Sony (SONY) in Q1 2020, closing a stake of 995 shares — an estimated $14K sold.

Evolution Wealth Advisors first reported a position in SONY in Q4 2019 and held it in 1 quarter. The position peaked at $14K in Q4 2019. 418 funds tracked by Wall St. Rank hold SONY as of Q1 2020.

Evolution Wealth Advisors reported no remaining Sony position as of Q1 2020 after selling out during the quarter.
Evolution Wealth Advisors sold 995 Sony shares in Q1 2020, an estimated $14K.
Evolution Wealth Advisors first reported a position in Sony in Q4 2019 and held it in 1 quarter.
Evolution Wealth Advisors's Sony position peaked at $14K in Q4 2019.
418 funds tracked by Wall St. Rank held Sony as of Q1 2020.

Based on Evolution Wealth Advisors's 13F filing for Q1 2020, filed 22 Apr 2020.