Financial Freedom LLC’s Sony SONY Stock Holding History

Financial Freedom LLC’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 Q1	–	Sell	-1,505	Closed	-$23K	–	416
2022 Q4	$23K	Buy	+1,505	New	+$22.5K	0.02%	199

Other funds holding SONY

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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

FMI

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

BlackRock New York $5.72T AUM 30.48% 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

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Financial Freedom LLC's SONY Position: Q1 2023 in Review

Financial Freedom LLC sold out of Sony (SONY) in Q1 2023, closing a stake of 1,505 shares — an estimated $23K sold.

Financial Freedom LLC first reported a position in SONY in Q4 2022 and held it in 1 quarter. The position peaked at $23K in Q4 2022. 606 funds tracked by Wall St. Rank hold SONY as of Q1 2023.

Financial Freedom LLC reported no remaining Sony position as of Q1 2023 after selling out during the quarter.
Financial Freedom LLC sold 1,505 Sony shares in Q1 2023, an estimated $23K.
Financial Freedom LLC first reported a position in Sony in Q4 2022 and held it in 1 quarter.
Financial Freedom LLC's Sony position peaked at $23K in Q4 2022.
606 funds tracked by Wall St. Rank held Sony as of Q1 2023.

Based on Financial Freedom LLC's 13F filing for Q1 2023, filed 1 May 2023.