HWMA
SONY icon

Heritage Wealth Management (Arizona)’s Sony SONY Stock Holding History

Heritage Wealth Management (Arizona)’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
Q2 		$718K Sell
42,280
-4,525
-10% -$74.8K 0.4% 57
2024
Q1 		$803K Sell
46,805
-1,605
-3% -$29.5K 0.41% 53
2023
Q4 		$917K Buy
+48,410
New +$840K 0.5% 45
2022
Q4 		$2.05M Buy
134,070
+80,830
+152% +$1.21M 0.29% 59
2022
Q3 		$682K Sell
53,240
-4,065
-7% -$65.1K 0.22% 72
2022
Q2 		$937K Buy
57,305
+7,525
+15% +$133K 0.31% 60
2022
Q1 		$1.02M Buy
+49,780
New +$1.08M 0.28% 67
2021
Q3 		$601K Buy
27,180
+5,835
+27% +$122K 0.21% 79
2021
Q2 		$415K Buy
21,345
+9,310
+77% +$189K 0.16% 111
2021
Q1 		$255K Buy
+12,035
New +$254K 0.14% 126

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
GAM
Groupama Asset Management Paris, France $6.85B AUM 43.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return