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Focused Wealth Management’s Sony SONY Stock Holding History

Focused Wealth Management’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 		– Sell
-50
Closed -$955 – 850
2023
Q4 		$955 Hold
50
– – ﹤0.01% 861
2023
Q3 		$831 Hold
50
– – ﹤0.01% 865
2023
Q2 		$908 Hold
50
– – ﹤0.01% 899
2023
Q1 		$912 Hold
50
– – ﹤0.01% 880
2022
Q4 		$768 Hold
50
– – ﹤0.01% 901
2022
Q3 		$1K Hold
50
– – ﹤0.01% 895
2022
Q2 		$1K Hold
50
– – ﹤0.01% 873
2022
Q1 		$1K Hold
50
– – ﹤0.01% 932
2021
Q4 		$1K Hold
50
– – ﹤0.01% 925
2021
Q3 		$1K Buy
+50
New +$1.05K ﹤0.01% 936

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 $6.69B AUM
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

Focused Wealth Management's SONY Position: Q1 2024 in Review

Focused Wealth Management sold out of Sony (SONY) in Q1 2024, closing a stake of 50 shares — an estimated $955 sold.

Focused Wealth Management first reported a position in SONY in Q3 2021 and held it in 10 quarters. The position peaked at $1K in Q3 2022. 651 funds tracked by Wall St. Rank hold SONY as of Q1 2024.

  • Focused Wealth Management reported no remaining Sony position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 50 Sony shares in Q1 2024, an estimated $955.
  • Focused Wealth Management first reported a position in Sony in Q3 2021 and held it in 10 quarters.
  • Focused Wealth Management's Sony position peaked at $1K in Q3 2022.
  • 651 funds tracked by Wall St. Rank held Sony as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.