KSWA
SONY icon

Kathleen S. Wright Associates’s Sony SONY Stock Holding History

Kathleen S. Wright Associates’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 		– Sell
-360
Closed -$6.17K – 243
2024
Q1 		$6.17K Hold
360
– – ﹤0.01% 199
2023
Q4 		$6.82K Hold
360
– – ﹤0.01% 171
2023
Q3 		$5.93K Hold
360
– – ﹤0.01% 163
2023
Q2 		$6.48K Hold
360
– – ﹤0.01% 143
2023
Q1 		$6.53K Hold
360
– – ﹤0.01% 140
2022
Q4 		$5K Hold
360
– – ﹤0.01% 180
2022
Q3 		$5K Buy
+360
New +$5.77K ﹤0.01% 161

Other funds holding SONY

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GAM
Groupama Asset Management Paris, France $7.93B AUM 57.28% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kathleen S. Wright Associates's SONY Position: Q2 2024 in Review

Kathleen S. Wright Associates sold out of Sony (SONY) in Q2 2024, closing a stake of 360 shares — an estimated $6.17K sold.

Kathleen S. Wright Associates first reported a position in SONY in Q3 2022 and held it in 7 quarters. The position peaked at $6.82K in Q4 2023. 651 funds tracked by Wall St. Rank hold SONY as of Q2 2024.

  • Kathleen S. Wright Associates reported no remaining Sony position as of Q2 2024 after selling out during the quarter.
  • Kathleen S. Wright Associates sold 360 Sony shares in Q2 2024, an estimated $6.17K.
  • Kathleen S. Wright Associates first reported a position in Sony in Q3 2022 and held it in 7 quarters.
  • Kathleen S. Wright Associates's Sony position peaked at $6.82K in Q4 2023.
  • 651 funds tracked by Wall St. Rank held Sony as of Q2 2024.

Based on Kathleen S. Wright Associates's 13F filing for Q2 2024, filed 18 Jul 2024.