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Financial Synergies Wealth Advisors’s Sony SONY Stock Holding History

Financial Synergies 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
2024
Q2 		– Sell
-50
Closed -$858 – 409
2024
Q1 		$858 Buy
+50
New +$919 ﹤0.01% 421
2023
Q3 		– Sell
-60
Closed -$1.08K – 521
2023
Q2 		$1.08K Buy
+60
New +$1.13K ﹤0.01% 365
2022
Q3 		– Sell
-120
Closed -$1.96K – 515
2022
Q2 		$1.96K Buy
+120
New +$2.13K ﹤0.01% 236

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GAM
Groupama Asset Management Paris, France $6.85B AUM 43.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Financial Synergies Wealth Advisors's SONY Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Sony (SONY) in Q2 2024, closing a stake of 50 shares — an estimated $858 sold.

Financial Synergies Wealth Advisors first reported a position in SONY in Q2 2022 and held it in 3 quarters. The position peaked at $1.96K in Q2 2022. 651 funds tracked by Wall St. Rank hold SONY as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Sony position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 50 Sony shares in Q2 2024, an estimated $858.
  • Financial Synergies Wealth Advisors first reported a position in Sony in Q2 2022 and held it in 3 quarters.
  • Financial Synergies Wealth Advisors's Sony position peaked at $1.96K in Q2 2022.
  • 651 funds tracked by Wall St. Rank held Sony as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.