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Gerber Kawasaki Wealth & Investment Management’s Sony SONY Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2021
Q4 		– Sell
-4,525
Closed -$100K – 977
2021
Q3 		$100K Buy
+4,525
New +$94.7K 0.01% 241

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's SONY Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Sony (SONY) in Q4 2021, closing a stake of 4,525 shares — an estimated $100K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in SONY in Q3 2021 and held it in 1 quarter. The position peaked at $100K in Q3 2021. 634 funds tracked by Wall St. Rank hold SONY as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Sony position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 4,525 Sony shares in Q4 2021, an estimated $100K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Sony in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Sony position peaked at $100K in Q3 2021.
  • 634 funds tracked by Wall St. Rank held Sony as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.