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Global Wealth Management Investment Advisory’s Sony SONY Stock Holding History

Global Wealth Management Investment Advisory’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
Q3 		– Sell
-385
Closed -$4K – 718
2019
Q2 		$4K Sell
385
-7,595
-95% -$74.6K ﹤0.01% 475
2019
Q1 		$67K Sell
7,980
-3,225
-29% -$30.2K 0.03% 180
2018
Q4 		$108K Buy
+11,205
New +$119K 0.06% 166

Other funds holding SONY

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
SCM
Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return

Global Wealth Management Investment Advisory's SONY Position: Q3 2019 in Review

Global Wealth Management Investment Advisory sold out of Sony (SONY) in Q3 2019, closing a stake of 385 shares — an estimated $4K sold.

Global Wealth Management Investment Advisory first reported a position in SONY in Q4 2018 and held it in 3 quarters. The position peaked at $108K in Q4 2018. 373 funds tracked by Wall St. Rank hold SONY as of Q3 2019.

  • Global Wealth Management Investment Advisory reported no remaining Sony position as of Q3 2019 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 385 Sony shares in Q3 2019, an estimated $4K.
  • Global Wealth Management Investment Advisory first reported a position in Sony in Q4 2018 and held it in 3 quarters.
  • Global Wealth Management Investment Advisory's Sony position peaked at $108K in Q4 2018.
  • 373 funds tracked by Wall St. Rank held Sony as of Q3 2019.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2019, filed 14 Nov 2019.