Impact Partnership Wealth’s Sony SONY Stock Holding History

Impact Partnership Wealth’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	–	Sell	-175	Closed	-$3.15K	–	1183
2023 Q2	$3.15K	Buy	+175	New	+$3.28K	﹤0.01%	567

Other funds holding SONY

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Impact Partnership Wealth's SONY Position: Q3 2023 in Review

Impact Partnership Wealth sold out of Sony (SONY) in Q3 2023, closing a stake of 175 shares — an estimated $3.15K sold.

Impact Partnership Wealth first reported a position in SONY in Q2 2023 and held it in 1 quarter. The position peaked at $3.15K in Q2 2023. 615 funds tracked by Wall St. Rank hold SONY as of Q3 2023.

Impact Partnership Wealth reported no remaining Sony position as of Q3 2023 after selling out during the quarter.
Impact Partnership Wealth sold 175 Sony shares in Q3 2023, an estimated $3.15K.
Impact Partnership Wealth first reported a position in Sony in Q2 2023 and held it in 1 quarter.
Impact Partnership Wealth's Sony position peaked at $3.15K in Q2 2023.
615 funds tracked by Wall St. Rank held Sony as of Q3 2023.

Based on Impact Partnership Wealth's 13F filing for Q3 2023, filed 17 Oct 2023.