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Laurel Wealth Planning’s Sony SONY Stock Holding History

Laurel Wealth Planning’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
-580
Closed -$9K – 243
2022
Q2 		$9K Hold
580
– – 0.01% 170
2022
Q1 		$12K Hold
580
– – 0.01% 185
2021
Q4 		$15K Hold
580
– – 0.01% 127
2021
Q3 		$13K Buy
+580
New +$12.1K 0.01% 129

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 Planning's SONY Position: Q3 2022 in Review

Laurel Wealth Planning sold out of Sony (SONY) in Q3 2022, closing a stake of 580 shares — an estimated $9K sold.

Laurel Wealth Planning first reported a position in SONY in Q3 2021 and held it in 4 quarters. The position peaked at $15K in Q4 2021. 531 funds tracked by Wall St. Rank hold SONY as of Q3 2022.

  • Laurel Wealth Planning reported no remaining Sony position as of Q3 2022 after selling out during the quarter.
  • Laurel Wealth Planning sold 580 Sony shares in Q3 2022, an estimated $9K.
  • Laurel Wealth Planning first reported a position in Sony in Q3 2021 and held it in 4 quarters.
  • Laurel Wealth Planning's Sony position peaked at $15K in Q4 2021.
  • 531 funds tracked by Wall St. Rank held Sony as of Q3 2022.

Based on Laurel Wealth Planning's 13F filing for Q3 2022, filed 2 Nov 2022.