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FirstPurpose Wealth’s Sony SONY Stock Holding History

FirstPurpose Wealth’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
Q1 		$282K Buy
16,780
+285
+2% +$5.24K 0.1% 165
2023
Q4 		$312K Buy
16,495
+705
+4% +$12.2K 0.12% 150
2023
Q3 		$260K Buy
15,790
+810
+5% +$14.1K 0.11% 161
2023
Q2 		$270K Buy
14,980
+860
+6% +$16.1K 0.12% 156
2023
Q1 		$256K Buy
+14,120
New +$245K 0.13% 147

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

FirstPurpose Wealth's SONY Position: Q1 2024 in Review

FirstPurpose Wealth increased its Sony (SONY) stake by 1.7% in Q1 2024, buying an estimated $5.24K and bringing the position to 16,780 shares worth $282K. The position accounts for 0.1% of the portfolio, ranked #165.

FirstPurpose Wealth first reported a position in SONY in Q1 2023 and has held it in 5 quarters since. The position peaked at $312K in Q4 2023. 652 funds tracked by Wall St. Rank hold SONY as of Q1 2024.

  • FirstPurpose Wealth held 16,780 shares of Sony worth $282K as of Q1 2024.
  • FirstPurpose Wealth bought 285 Sony shares in Q1 2024, an estimated $5.24K.
  • Sony made up 0.1% of FirstPurpose Wealth's portfolio in Q1 2024, its #165 holding.
  • FirstPurpose Wealth first reported a position in Sony in Q1 2023 and has held it in 5 quarters since.
  • FirstPurpose Wealth's Sony position peaked at $312K in Q4 2023.
  • 652 funds tracked by Wall St. Rank held Sony as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.