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 Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

GAM

Groupama Asset Management Paris, France $7.93B AUM 57.28% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s SONY Position: Q2 2024 in Review

Heritage Wealth Management (Arizona) reduced its Sony (SONY) stake by 9.7% in Q2 2024, selling an estimated $74.8K and leaving 42,280 shares worth $718K. The position accounts for 0.4% of the portfolio, ranked #57.

Heritage Wealth Management (Arizona) first reported a position in SONY in Q1 2021 and has held it in 10 quarters since. The position peaked at $2.05M in Q4 2022. 651 funds tracked by Wall St. Rank hold SONY as of Q2 2024.

Heritage Wealth Management (Arizona) held 42,280 shares of Sony worth $718K as of Q2 2024.
Heritage Wealth Management (Arizona) sold 4,525 Sony shares in Q2 2024, an estimated $74.8K.
Sony made up 0.4% of Heritage Wealth Management (Arizona)'s portfolio in Q2 2024, its #57 holding.
Heritage Wealth Management (Arizona) first reported a position in Sony in Q1 2021 and has held it in 10 quarters since.
Heritage Wealth Management (Arizona)'s Sony position peaked at $2.05M in Q4 2022.
651 funds tracked by Wall St. Rank held Sony as of Q2 2024.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2024, filed 30 Jul 2024.