FRG Family Wealth Advisors’s Sony SONY Stock Holding History

FRG Family Wealth Advisors’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 Q2	–	Sell	-385	Closed	-$6.36K	–	321
2024 Q1	$6.36K	Buy	+385	New	+$7.08K	﹤0.01%	291

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

GAM

Groupama Asset Management Paris, France $6.85B AUM 43.37% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

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

FRG Family Wealth Advisors's SONY Position: Q2 2024 in Review

FRG Family Wealth Advisors sold out of Sony (SONY) in Q2 2024, closing a stake of 385 shares — an estimated $6.36K sold.

FRG Family Wealth Advisors first reported a position in SONY in Q1 2024 and held it in 1 quarter. The position peaked at $6.36K in Q1 2024. 650 funds tracked by Wall St. Rank hold SONY as of Q2 2024.

FRG Family Wealth Advisors reported no remaining Sony position as of Q2 2024 after selling out during the quarter.
FRG Family Wealth Advisors sold 385 Sony shares in Q2 2024, an estimated $6.36K.
FRG Family Wealth Advisors first reported a position in Sony in Q1 2024 and held it in 1 quarter.
FRG Family Wealth Advisors's Sony position peaked at $6.36K in Q1 2024.
650 funds tracked by Wall St. Rank held Sony as of Q2 2024.

Based on FRG Family Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.