Grey Fox Wealth Advisors’s Sony SONY Stock Holding History

Grey Fox Wealth Advisors’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
2023 Q2	–	Sell	-190	Closed	-$3.44K	–	444
2023 Q1	$3.44K	Buy	+190	New	+$3.29K	﹤0.01%	378

Other funds holding SONY

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Grey Fox Wealth Advisors's SONY Position: Q2 2023 in Review

Grey Fox Wealth Advisors sold out of Sony (SONY) in Q2 2023, closing a stake of 190 shares — an estimated $3.44K sold.

Grey Fox Wealth Advisors first reported a position in SONY in Q1 2023 and held it in 1 quarter. The position peaked at $3.44K in Q1 2023. 629 funds tracked by Wall St. Rank hold SONY as of Q2 2023.

Grey Fox Wealth Advisors reported no remaining Sony position as of Q2 2023 after selling out during the quarter.
Grey Fox Wealth Advisors sold 190 Sony shares in Q2 2023, an estimated $3.44K.
Grey Fox Wealth Advisors first reported a position in Sony in Q1 2023 and held it in 1 quarter.
Grey Fox Wealth Advisors's Sony position peaked at $3.44K in Q1 2023.
629 funds tracked by Wall St. Rank held Sony as of Q2 2023.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.