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Founders Financial Alliance’s Sony SONY Stock Holding History

Founders Financial Alliance’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
2020
Q4 		– Sell
-320
Closed -$5K – 1123
2020
Q3 		$5K Buy
+320
New +$4.98K ﹤0.01% 990

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
AII
AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Founders Financial Alliance's SONY Position: Q4 2020 in Review

Founders Financial Alliance sold out of Sony (SONY) in Q4 2020, closing a stake of 320 shares — an estimated $5K sold.

Founders Financial Alliance first reported a position in SONY in Q3 2020 and held it in 1 quarter. The position peaked at $5K in Q3 2020. 527 funds tracked by Wall St. Rank hold SONY as of Q4 2020.

  • Founders Financial Alliance reported no remaining Sony position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 320 Sony shares in Q4 2020, an estimated $5K.
  • Founders Financial Alliance first reported a position in Sony in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's Sony position peaked at $5K in Q3 2020.
  • 527 funds tracked by Wall St. Rank held Sony as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.