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Jeppson Wealth Management’s Sony SONY Stock Holding History

Jeppson 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
2020
Q4 		– Sell
-2,875
Closed -$44K – 393
2020
Q3 		$44K Buy
+2,875
New +$44.7K 0.03% 235

Other funds holding SONY

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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
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
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
AII
AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Jeppson Wealth Management's SONY Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Sony (SONY) in Q4 2020, closing a stake of 2,875 shares — an estimated $44K sold.

Jeppson Wealth Management first reported a position in SONY in Q3 2020 and held it in 1 quarter. The position peaked at $44K in Q3 2020. 527 funds tracked by Wall St. Rank hold SONY as of Q4 2020.

  • Jeppson Wealth Management reported no remaining Sony position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 2,875 Sony shares in Q4 2020, an estimated $44K.
  • Jeppson Wealth Management first reported a position in Sony in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's Sony position peaked at $44K in Q3 2020.
  • 527 funds tracked by Wall St. Rank held Sony as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.