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Granite Bay Wealth Management’s Sony SONY Stock Holding History

Granite Bay Wealth 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
2024
Q1 		– Sell
-276,255
Closed -$4.79M – 258
2023
Q4 		$4.79M Hold
276,255
– – 0.04% 108
2023
Q3 		$4.82M Buy
+276,255
New +$4.82M 0.05% 116

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Granite Bay Wealth Management's SONY Position: Q1 2024 in Review

Granite Bay Wealth Management sold out of Sony (SONY) in Q1 2024, closing a stake of 276,255 shares — an estimated $4.79M sold.

Granite Bay Wealth Management first reported a position in SONY in Q3 2023 and held it in 2 quarters. The position peaked at $4.82M in Q3 2023. 651 funds tracked by Wall St. Rank hold SONY as of Q1 2024.

  • Granite Bay Wealth Management reported no remaining Sony position as of Q1 2024 after selling out during the quarter.
  • Granite Bay Wealth Management sold 276,255 Sony shares in Q1 2024, an estimated $4.79M.
  • Granite Bay Wealth Management first reported a position in Sony in Q3 2023 and held it in 2 quarters.
  • Granite Bay Wealth Management's Sony position peaked at $4.82M in Q3 2023.
  • 651 funds tracked by Wall St. Rank held Sony as of Q1 2024.

Based on Granite Bay Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.