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Kolinsky Wealth Management’s Sony SONY Stock Holding History

Kolinsky 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
Q4 		$231K Buy
10,939
+284
+3% +$5.53K 0.14% 148
2024
Q3 		$206K Buy
+10,655
New +$194K 0.13% 163

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
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
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Kolinsky Wealth Management's SONY Position: Q4 2024 in Review

Kolinsky Wealth Management increased its Sony (SONY) stake by 2.7% in Q4 2024, buying an estimated $5.53K and bringing the position to 10,939 shares worth $231K. The position accounts for 0.14% of the portfolio, ranked #148.

Kolinsky Wealth Management first reported a position in SONY in Q3 2024 and has held it in 2 quarters since. 720 funds tracked by Wall St. Rank hold SONY as of Q4 2024.

  • Kolinsky Wealth Management held 10,939 shares of Sony worth $231K as of Q4 2024.
  • Kolinsky Wealth Management bought 284 Sony shares in Q4 2024, an estimated $5.53K.
  • Sony made up 0.14% of Kolinsky Wealth Management's portfolio in Q4 2024, its #148 holding.
  • Kolinsky Wealth Management first reported a position in Sony in Q3 2024 and has held it in 2 quarters since.
  • 720 funds tracked by Wall St. Rank held Sony as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.