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Financial Architects (New Jersey)’s Sony SONY Stock Holding History

Financial Architects (New Jersey)’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
Q3 		– Sell
-1,100
Closed -$15K – 685
2020
Q2 		$15K Sell
1,100
-2,075
-65% -$27K ﹤0.01% 590
2020
Q1 		$38K Sell
3,175
-25,825
-89% -$338K 0.01% 421
2019
Q4 		$394K Buy
29,000
+13,350
+85% +$166K 0.09% 166
2019
Q3 		$185K Buy
15,650
+200
+1% +$2.26K 0.04% 237
2019
Q2 		$162K Buy
+15,450
New +$152K 0.03% 288
2018
Q4 		– Sell
-10,975
Closed -$133K – 1485
2018
Q3 		$133K Buy
+10,975
New +$121K 0.02% 396

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
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Financial Architects (New Jersey)'s SONY Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of Sony (SONY) in Q3 2020, closing a stake of 1,100 shares — an estimated $15K sold.

Financial Architects (New Jersey) first reported a position in SONY in Q3 2018 and held it in 6 quarters. The position peaked at $394K in Q4 2019. 459 funds tracked by Wall St. Rank hold SONY as of Q3 2020.

  • Financial Architects (New Jersey) reported no remaining Sony position as of Q3 2020 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 1,100 Sony shares in Q3 2020, an estimated $15K.
  • Financial Architects (New Jersey) first reported a position in Sony in Q3 2018 and held it in 6 quarters.
  • Financial Architects (New Jersey)'s Sony position peaked at $394K in Q4 2019.
  • 459 funds tracked by Wall St. Rank held Sony as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.