FFG
SONY icon

Fortem Financial Group’s Sony SONY Stock Holding History

Fortem Financial Group’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
2021
Q1 		– Sell
-95
Closed -$2K – 398
2020
Q4 		$2K Buy
+95
New +$1.65K ﹤0.01% 450
2019
Q3 		– Sell
-24,485
Closed -$257K – 150
2019
Q2 		$257K Sell
24,485
-2,045
-8% -$20.1K 0.26% 86
2019
Q1 		$224K Sell
26,530
-200
-0.7% -$1.87K 0.23% 102
2018
Q4 		$258K Buy
+26,730
New +$283K 0.31% 70

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
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Fortem Financial Group's SONY Position: Q1 2021 in Review

Fortem Financial Group sold out of Sony (SONY) in Q1 2021, closing a stake of 95 shares — an estimated $2K sold.

Fortem Financial Group first reported a position in SONY in Q4 2018 and held it in 4 quarters. The position peaked at $258K in Q4 2018. 546 funds tracked by Wall St. Rank hold SONY as of Q1 2021.

  • Fortem Financial Group reported no remaining Sony position as of Q1 2021 after selling out during the quarter.
  • Fortem Financial Group sold 95 Sony shares in Q1 2021, an estimated $2K.
  • Fortem Financial Group first reported a position in Sony in Q4 2018 and held it in 4 quarters.
  • Fortem Financial Group's Sony position peaked at $258K in Q4 2018.
  • 546 funds tracked by Wall St. Rank held Sony as of Q1 2021.

Based on Fortem Financial Group's 13F filing for Q1 2021, filed 20 Apr 2021.