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Golden State Equity Partners’s Sony SONY Stock Holding History

Golden State Equity Partners’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
Q2 		– Sell
-11,730
Closed -$249K – 279
2021
Q1 		$249K Buy
11,730
+935
+9% +$19.7K 0.14% 143
2020
Q4 		$218K Buy
+10,795
New +$188K 0.15% 155

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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 $95.5B AUM 28.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Golden State Equity Partners's SONY Position: Q2 2021 in Review

Golden State Equity Partners sold out of Sony (SONY) in Q2 2021, closing a stake of 11,730 shares — an estimated $249K sold.

Golden State Equity Partners first reported a position in SONY in Q4 2020 and held it in 2 quarters. The position peaked at $249K in Q1 2021. 548 funds tracked by Wall St. Rank hold SONY as of Q2 2021.

  • Golden State Equity Partners reported no remaining Sony position as of Q2 2021 after selling out during the quarter.
  • Golden State Equity Partners sold 11,730 Sony shares in Q2 2021, an estimated $249K.
  • Golden State Equity Partners first reported a position in Sony in Q4 2020 and held it in 2 quarters.
  • Golden State Equity Partners's Sony position peaked at $249K in Q1 2021.
  • 548 funds tracked by Wall St. Rank held Sony as of Q2 2021.

Based on Golden State Equity Partners's 13F filing for Q2 2021, filed 12 Aug 2021.