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First Personal Financial Services’s Sony SONY Stock Holding History

First Personal Financial Services’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
Q3 		$2.75M Sell
142,340
-1,670
-1% -$30.4K 0.58% 51
2024
Q2 		$2.45M Sell
144,010
-1,515
-1% -$25K 0.55% 51
2024
Q1 		$2.5M Buy
145,525
+37,925
+35% +$697K 0.58% 51
2023
Q4 		$2.04M Sell
107,600
-3,800
-3% -$65.9K 0.5% 53
2023
Q3 		$1.84M Sell
111,400
-3,545
-3% -$61.9K 0.48% 54
2023
Q2 		$2.07M Sell
114,945
-1,315
-1% -$24.7K 0.51% 50
2023
Q1 		$2.11M Buy
116,260
+9,200
+9% +$159K 0.55% 50
2022
Q4 		$1.63M Sell
107,060
-14,095
-12% -$211K 0.44% 55
2022
Q3 		$1.55M Buy
121,155
+5,920
+5% +$94.9K 0.45% 56
2022
Q2 		$1.89M Buy
115,235
+15,075
+15% +$267K 0.53% 53
2022
Q1 		$2.06M Buy
+100,160
New +$2.18M 0.48% 56
2019
Q3 		– Sell
-715
Closed -$7K – 729
2019
Q2 		$7K Hold
715
– – ﹤0.01% 552
2019
Q1 		$6K Hold
715
– – ﹤0.01% 577
2018
Q4 		$7K Sell
715
-165
-19% -$1.75K ﹤0.01% 523
2018
Q3 		$11K Hold
880
– – ﹤0.01% 484
2018
Q2 		$9K Hold
880
– – ﹤0.01% 504
2018
Q1 		$9K Buy
+880
New +$8.67K ﹤0.01% 817

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
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
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

First Personal Financial Services's SONY Position: Q3 2024 in Review

First Personal Financial Services reduced its Sony (SONY) stake by 1.2% in Q3 2024, selling an estimated $30.4K and leaving 142,340 shares worth $2.75M. The position accounts for 0.58% of the portfolio, ranked #51.

First Personal Financial Services first reported a position in SONY in Q1 2018 and has held it in 17 quarters since. 658 funds tracked by Wall St. Rank hold SONY as of Q3 2024.

  • First Personal Financial Services held 142,340 shares of Sony worth $2.75M as of Q3 2024.
  • First Personal Financial Services sold 1,670 Sony shares in Q3 2024, an estimated $30.4K.
  • Sony made up 0.58% of First Personal Financial Services's portfolio in Q3 2024, its #51 holding.
  • First Personal Financial Services first reported a position in Sony in Q1 2018 and has held it in 17 quarters since.
  • 658 funds tracked by Wall St. Rank held Sony as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.