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Kovack Advisors’s Sony SONY Stock Holding History

Kovack Advisors’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
-8,005
Closed -$202K – 814
2021
Q4 		$202K Buy
+8,005
New +$191K 0.02% 670
2020
Q1 		– Sell
-20,500
Closed -$279K – 539
2019
Q4 		$279K Buy
+20,500
New +$256K 0.05% 368

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

Kovack Advisors's SONY Position: Q1 2022 in Review

Kovack Advisors sold out of Sony (SONY) in Q1 2022, closing a stake of 8,005 shares — an estimated $202K sold.

Kovack Advisors first reported a position in SONY in Q4 2019 and held it in 2 quarters. The position peaked at $279K in Q4 2019. 607 funds tracked by Wall St. Rank hold SONY as of Q1 2022.

  • Kovack Advisors reported no remaining Sony position as of Q1 2022 after selling out during the quarter.
  • Kovack Advisors sold 8,005 Sony shares in Q1 2022, an estimated $202K.
  • Kovack Advisors first reported a position in Sony in Q4 2019 and held it in 2 quarters.
  • Kovack Advisors's Sony position peaked at $279K in Q4 2019.
  • 607 funds tracked by Wall St. Rank held Sony as of Q1 2022.

Based on Kovack Advisors's 13F filing for Q1 2022, filed 16 May 2022.