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Harvest Group Wealth Management’s Sony SONY Stock Holding History

Harvest Group 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
2021
Q1 		– Sell
-2,715
Closed -$55K – 612
2020
Q4 		$55K Hold
2,715
– – 0.03% 103
2020
Q3 		$42K Hold
2,715
– – 0.03% 105
2020
Q2 		$37K Buy
2,715
+1,000
+58% +$13K 0.03% 101
2020
Q1 		$20K Hold
1,715
– – 0.02% 138
2019
Q4 		$23K Hold
1,715
– – 0.02% 143
2019
Q3 		$20K Hold
1,715
– – 0.02% 164
2019
Q2 		$17K Buy
1,715
+195
+13% +$1.91K 0.02% 172
2019
Q1 		$13K Buy
+1,520
New +$14.2K 0.01% 208

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Harvest Group Wealth Management's SONY Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Sony (SONY) in Q1 2021, closing a stake of 2,715 shares — an estimated $55K sold.

Harvest Group Wealth Management first reported a position in SONY in Q1 2019 and held it in 8 quarters. The position peaked at $55K in Q4 2020. 546 funds tracked by Wall St. Rank hold SONY as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Sony position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 2,715 Sony shares in Q1 2021, an estimated $55K.
  • Harvest Group Wealth Management first reported a position in Sony in Q1 2019 and held it in 8 quarters.
  • Harvest Group Wealth Management's Sony position peaked at $55K in Q4 2020.
  • 546 funds tracked by Wall St. Rank held Sony as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.