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
2019 Q1	–	Sell	-42,000	Closed	-$7K	–	755
2018 Q4	$7K	Buy	+42,000	New	+$444K	﹤0.01%	502

Other funds holding SONY

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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.