GLLW
SONY icon

Graves Light Lenhart Wealth’s Sony SONY Stock Holding History

Graves Light Lenhart Wealth’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
2022
Q3 		– Sell
-1,200
Closed -$20K – 529
2022
Q2 		$20K Hold
1,200
– – ﹤0.01% 421
2022
Q1 		$25K Hold
1,200
– – ﹤0.01% 446
2021
Q4 		$30K Buy
+1,200
New +$28.6K ﹤0.01% 485

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
ACM
Anomaly Capital Management New York $1.65B AUM 26.47% 1-Year Est. Return

Graves Light Lenhart Wealth's SONY Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of Sony (SONY) in Q3 2022, closing a stake of 1,200 shares — an estimated $20K sold.

Graves Light Lenhart Wealth first reported a position in SONY in Q4 2021 and held it in 3 quarters. The position peaked at $30K in Q4 2021. 531 funds tracked by Wall St. Rank hold SONY as of Q3 2022.

  • Graves Light Lenhart Wealth reported no remaining Sony position as of Q3 2022 after selling out during the quarter.
  • Graves Light Lenhart Wealth sold 1,200 Sony shares in Q3 2022, an estimated $20K.
  • Graves Light Lenhart Wealth first reported a position in Sony in Q4 2021 and held it in 3 quarters.
  • Graves Light Lenhart Wealth's Sony position peaked at $30K in Q4 2021.
  • 531 funds tracked by Wall St. Rank held Sony as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.