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Hoover Financial Advisors’s Sony SONY Stock Holding History

Hoover Financial 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
Q2 		$6K Hold
325
– – ﹤0.01% 531
2021
Q1 		$6K Hold
325
– – ﹤0.01% 484
2020
Q4 		$7K Buy
+325
New +$5.65K ﹤0.01% 439
2020
Q3 		– Sell
-325
Closed -$4K – 425
2020
Q2 		$4K Buy
+325
New +$4.22K ﹤0.01% 413

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Hoover Financial Advisors's SONY Position: Q2 2021 in Review

Hoover Financial Advisors held its Sony (SONY) position steady in Q2 2021 at 325 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #531.

Hoover Financial Advisors first reported a position in SONY in Q2 2020 and has held it in 4 quarters since. The position peaked at $7K in Q4 2020. 548 funds tracked by Wall St. Rank hold SONY as of Q2 2021.

  • Hoover Financial Advisors held 325 shares of Sony worth $6K as of Q2 2021.
  • Hoover Financial Advisors left its Sony share count unchanged in Q2 2021.
  • Sony made up ﹤0.01% of Hoover Financial Advisors's portfolio in Q2 2021, its #531 holding.
  • Hoover Financial Advisors first reported a position in Sony in Q2 2020 and has held it in 4 quarters since.
  • Hoover Financial Advisors's Sony position peaked at $7K in Q4 2020.
  • 548 funds tracked by Wall St. Rank held Sony as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.