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Janiczek Wealth Management’s Sony SONY Stock Holding History

Janiczek 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
2024
Q2 		$3.65K Sell
215
-525
-71% -$8.68K ﹤0.01% 778
2024
Q1 		$12.7K Hold
740
– – ﹤0.01% 639
2023
Q4 		$14K Sell
740
-65
-8% -$1.13K ﹤0.01% 607
2023
Q3 		$13.3K Buy
805
+85
+12% +$1.48K ﹤0.01% 583
2023
Q2 		$13K Hold
720
– – ﹤0.01% 531
2023
Q1 		$13.1K Buy
720
+525
+269% +$9.1K ﹤0.01% 522
2022
Q4 		$3.36K Sell
195
-210
-52% -$3.14K ﹤0.01% 714
2022
Q3 		$5K Buy
+405
New +$6.49K ﹤0.01% 668
2022
Q2 		– Sell
-1,160
Closed -$24K – 1062
2022
Q1 		$24K Buy
1,160
+130
+13% +$2.83K 0.01% 422
2021
Q4 		$26K Buy
1,030
+60
+6% +$1.43K 0.01% 441
2021
Q3 		$21K Buy
970
+100
+11% +$2.09K 0.01% 451
2021
Q2 		$17K Sell
870
-1,410
-62% -$28.6K 0.01% 465
2021
Q1 		$48K Buy
2,280
+710
+45% +$15K 0.02% 237
2020
Q4 		$32K Buy
+1,570
New +$27.3K 0.02% 273
2019
Q3 		– Sell
-90
Closed -$1K – 192
2019
Q2 		$1K Hold
90
– – ﹤0.01% 181
2019
Q1 		$1K Hold
90
– – ﹤0.01% 156
2018
Q4 		$1K Sell
90
-135
-60% -$1.43K ﹤0.01% 159
2018
Q3 		$3K Buy
225
+185
+463% +$2.04K ﹤0.01% 117
2018
Q2 		$0 Buy
+40
New +$389 ﹤0.01% 173

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
GAM
Groupama Asset Management Paris, France $6.85B AUM 43.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Janiczek Wealth Management's SONY Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Sony (SONY) stake by 71% in Q2 2024, selling an estimated $8.68K and leaving 215 shares worth $3.65K. The position accounts for ﹤0.01% of the portfolio, ranked #778.

Janiczek Wealth Management first reported a position in SONY in Q2 2018 and has held it in 19 quarters since. The position peaked at $48K in Q1 2021. 650 funds tracked by Wall St. Rank hold SONY as of Q2 2024.

  • Janiczek Wealth Management held 215 shares of Sony worth $3.65K as of Q2 2024.
  • Janiczek Wealth Management sold 525 Sony shares in Q2 2024, an estimated $8.68K.
  • Sony made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #778 holding.
  • Janiczek Wealth Management first reported a position in Sony in Q2 2018 and has held it in 19 quarters since.
  • Janiczek Wealth Management's Sony position peaked at $48K in Q1 2021.
  • 650 funds tracked by Wall St. Rank held Sony as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.