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Independent Financial Group’s Sony SONY Stock Holding History

Independent Financial Group’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
2022
Q1 		– Sell
-14,830
Closed -$375K – 852
2021
Q4 		$375K Sell
14,830
-5,115
-26% -$122K 0.03% 513
2021
Q3 		$441K Buy
19,945
+465
+2% +$9.74K 0.05% 401
2021
Q2 		$379K Sell
19,480
-9,440
-33% -$191K 0.04% 454
2021
Q1 		$613K Buy
28,920
+1,840
+7% +$38.9K 0.08% 279
2020
Q4 		$548K Sell
27,080
-4,385
-14% -$76.3K 0.08% 285
2020
Q3 		$483K Sell
31,465
-1,980
-6% -$30.8K 0.09% 241
2020
Q2 		$462K Buy
+33,445
New +$435K 0.1% 234

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
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Independent Financial Group's SONY Position: Q1 2022 in Review

Independent Financial Group sold out of Sony (SONY) in Q1 2022, closing a stake of 14,830 shares — an estimated $375K sold.

Independent Financial Group first reported a position in SONY in Q2 2020 and held it in 7 quarters. The position peaked at $613K in Q1 2021. 607 funds tracked by Wall St. Rank hold SONY as of Q1 2022.

  • Independent Financial Group reported no remaining Sony position as of Q1 2022 after selling out during the quarter.
  • Independent Financial Group sold 14,830 Sony shares in Q1 2022, an estimated $375K.
  • Independent Financial Group first reported a position in Sony in Q2 2020 and held it in 7 quarters.
  • Independent Financial Group's Sony position peaked at $613K in Q1 2021.
  • 607 funds tracked by Wall St. Rank held Sony as of Q1 2022.

Based on Independent Financial Group's 13F filing for Q1 2022, filed 12 Jun 2026.