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Financial Enhancement Group’s Sony SONY Stock Holding History

Financial Enhancement Group’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
Q4 		– Sell
-10
Closed – – 290
2022
Q3 		$0 Hold
10
– – ﹤0.01% 329
2022
Q2 		$0 Hold
10
– – ﹤0.01% 326
2022
Q1 		$0 Hold
10
– – ﹤0.01% 339
2021
Q4 		$0 Hold
10
– – ﹤0.01% 302
2021
Q3 		$0 Hold
10
– – ﹤0.01% 308
2021
Q2 		$0 Buy
10
+5
+100% +$101 ﹤0.01% 308
2021
Q1 		$0 Hold
5
– – ﹤0.01% 319
2020
Q4 		$0 Buy
+5
New +$87 ﹤0.01% 314

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Financial Enhancement Group's SONY Position: Q4 2022 in Review

Financial Enhancement Group sold out of Sony (SONY) in Q4 2022, closing a stake of 10 shares.

Financial Enhancement Group first reported a position in SONY in Q4 2020 and held it in 8 quarters. The position peaked at $0 in Q3 2022. 578 funds tracked by Wall St. Rank hold SONY as of Q4 2022.

  • Financial Enhancement Group reported no remaining Sony position as of Q4 2022 after selling out during the quarter.
  • Financial Enhancement Group sold 10 Sony shares in Q4 2022.
  • Financial Enhancement Group first reported a position in Sony in Q4 2020 and held it in 8 quarters.
  • Financial Enhancement Group's Sony position peaked at $0 in Q3 2022.
  • 578 funds tracked by Wall St. Rank held Sony as of Q4 2022.

Based on Financial Enhancement Group's 13F filing for Q4 2022, filed 9 Feb 2023.