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HighMark Wealth Management’s Sony SONY Stock Holding History

HighMark 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
2025
Q3 		– Sell
-191
Closed -$4.97K – 664
2025
Q2 		$4.97K Sell
191
-34
-15% -$851 ﹤0.01% 396
2025
Q1 		$5.71K Sell
225
-59
-21% -$1.36K ﹤0.01% 356
2024
Q4 		$6K Sell
284
-36
-11% -$701 ﹤0.01% 365
2024
Q3 		$6.21K Hold
320
– – ﹤0.01% 375
2024
Q2 		$5.46K Buy
320
+100
+45% +$1.65K ﹤0.01% 376
2024
Q1 		$3.79K Sell
220
-75
-25% -$1.38K ﹤0.01% 397
2023
Q4 		$5.61K Buy
295
+55
+23% +$954 ﹤0.01% 352
2023
Q3 		$3.97K Sell
240
-20
-8% -$349 ﹤0.01% 385
2023
Q2 		$4.7K Hold
260
– – ﹤0.01% 367
2023
Q1 		$4.73K Hold
260
– – ﹤0.01% 410
2022
Q4 		$3.98K Hold
260
– – ﹤0.01% 369
2022
Q3 		$3K Hold
260
– – ﹤0.01% 402
2022
Q2 		$4K Hold
260
– – ﹤0.01% 383
2022
Q1 		$5K Buy
260
+55
+27% +$1.2K ﹤0.01% 372
2021
Q4 		$5K Buy
205
+70
+52% +$1.67K ﹤0.01% 369
2021
Q3 		$3K Buy
135
+20
+17% +$419 ﹤0.01% 425
2021
Q2 		$2K Buy
+115
New +$2.33K ﹤0.01% 468

Other funds holding SONY

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return