Guidance Point Advisors’s Sony SONY Stock Holding History

Guidance Point 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
2021 Q4	–	Sell	-515	Closed	-$11K	–	361
2021 Q3	$11K	Buy	+515	New	+$10.8K	﹤0.01%	245

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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

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

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

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

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

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Guidance Point Advisors's SONY Position: Q4 2021 in Review

Guidance Point Advisors sold out of Sony (SONY) in Q4 2021, closing a stake of 515 shares — an estimated $11K sold.

Guidance Point Advisors first reported a position in SONY in Q3 2021 and held it in 1 quarter. The position peaked at $11K in Q3 2021. 633 funds tracked by Wall St. Rank hold SONY as of Q4 2021.

Guidance Point Advisors reported no remaining Sony position as of Q4 2021 after selling out during the quarter.
Guidance Point Advisors sold 515 Sony shares in Q4 2021, an estimated $11K.
Guidance Point Advisors first reported a position in Sony in Q3 2021 and held it in 1 quarter.
Guidance Point Advisors's Sony position peaked at $11K in Q3 2021.
633 funds tracked by Wall St. Rank held Sony as of Q4 2021.

Based on Guidance Point Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.