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Laurel Wealth Advisors (California)’s Sony SONY Stock Holding History

Laurel Wealth Advisors (California)’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
Q3 		– Sell
-16,045
Closed -$262K – 669
2022
Q2 		$262K Buy
16,045
+4,990
+45% +$88.4K 0.03% 535
2022
Q1 		$227K Buy
11,055
+475
+4% +$10.3K 0.02% 683
2021
Q4 		$267K Buy
10,580
+15
+0.1% +$357 0.02% 658
2021
Q3 		$234K Hold
10,565
– – 0.04% 400
2021
Q2 		$205K Sell
10,565
-2,400
-19% -$48.6K 0.03% 492
2021
Q1 		$275K Buy
12,965
+2,875
+28% +$60.7K 0.04% 374
2020
Q4 		$204K Buy
+10,090
New +$175K 0.03% 421

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
ACM
Anomaly Capital Management New York $1.65B AUM 26.47% 1-Year Est. Return

Laurel Wealth Advisors (California)'s SONY Position: Q3 2022 in Review

Laurel Wealth Advisors (California) sold out of Sony (SONY) in Q3 2022, closing a stake of 16,045 shares — an estimated $262K sold.

Laurel Wealth Advisors (California) first reported a position in SONY in Q4 2020 and held it in 7 quarters. The position peaked at $275K in Q1 2021. 531 funds tracked by Wall St. Rank hold SONY as of Q3 2022.

  • Laurel Wealth Advisors (California) reported no remaining Sony position as of Q3 2022 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 16,045 Sony shares in Q3 2022, an estimated $262K.
  • Laurel Wealth Advisors (California) first reported a position in Sony in Q4 2020 and held it in 7 quarters.
  • Laurel Wealth Advisors (California)'s Sony position peaked at $275K in Q1 2021.
  • 531 funds tracked by Wall St. Rank held Sony as of Q3 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q3 2022, filed 14 Nov 2022.