Fiduciary Alliance’s Sony SONY Stock Holding History

Fiduciary Alliance’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
2023 Q3	–	Sell	-520	Closed	-$9.36K	–	825
2023 Q2	$9.36K	Buy	+520	New	+$9.75K	﹤0.01%	573
2023 Q1	–	Sell	-520	Closed	-$7.93K	–	758
2022 Q4	$7.93K	Buy	+520	New	+$7.77K	﹤0.01%	452

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fiduciary Alliance's SONY Position: Q3 2023 in Review

Fiduciary Alliance sold out of Sony (SONY) in Q3 2023, closing a stake of 520 shares — an estimated $9.36K sold.

Fiduciary Alliance first reported a position in SONY in Q4 2022 and held it in 2 quarters. The position peaked at $9.36K in Q2 2023. 615 funds tracked by Wall St. Rank hold SONY as of Q3 2023.

Fiduciary Alliance reported no remaining Sony position as of Q3 2023 after selling out during the quarter.
Fiduciary Alliance sold 520 Sony shares in Q3 2023, an estimated $9.36K.
Fiduciary Alliance first reported a position in Sony in Q4 2022 and held it in 2 quarters.
Fiduciary Alliance's Sony position peaked at $9.36K in Q2 2023.
615 funds tracked by Wall St. Rank held Sony as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.