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Icon Wealth Partners’s Sony SONY Stock Holding History

Icon Wealth Partners’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
2023
Q3 		$179K Sell
10,845
-7,595
-41% -$133K 0.02% 305
2023
Q2 		$332K Sell
18,440
-2,600
-12% -$48.8K 0.04% 244
2023
Q1 		$381K Buy
+21,040
New +$365K 0.04% 223

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Icon Wealth Partners's SONY Position: Q3 2023 in Review

Icon Wealth Partners reduced its Sony (SONY) stake by 41% in Q3 2023, selling an estimated $133K and leaving 10,845 shares worth $179K. The position accounts for 0.02% of the portfolio, ranked #305.

Icon Wealth Partners first reported a position in SONY in Q1 2023 and has held it in 3 quarters since. The position peaked at $381K in Q1 2023. 615 funds tracked by Wall St. Rank hold SONY as of Q3 2023.

  • Icon Wealth Partners held 10,845 shares of Sony worth $179K as of Q3 2023.
  • Icon Wealth Partners sold 7,595 Sony shares in Q3 2023, an estimated $133K.
  • Sony made up 0.02% of Icon Wealth Partners's portfolio in Q3 2023, its #305 holding.
  • Icon Wealth Partners first reported a position in Sony in Q1 2023 and has held it in 3 quarters since.
  • Icon Wealth Partners's Sony position peaked at $381K in Q1 2023.
  • 615 funds tracked by Wall St. Rank held Sony as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.