Lenox Wealth Advisors’s Sony SONY Stock Holding History

Lenox Wealth 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
2021 Q1	–	Sell	-1,000	Closed	-$20K	–	752
2020 Q4	$20K	Hold	1,000	–	–	﹤0.01%	319
2020 Q3	$15K	Hold	1,000	–	–	﹤0.01%	329
2020 Q2	$14K	Hold	1,000	–	–	﹤0.01%	338
2020 Q1	$12K	Hold	1,000	–	–	﹤0.01%	324
2019 Q4	$14K	Sell	1,000 -1,085	-52%	-$13.5K	﹤0.01%	381
2019 Q3	$25K	Hold	2,085	–	–	﹤0.01%	260
2019 Q2	$22K	Hold	2,085	–	–	﹤0.01%	218
2019 Q1	$18K	Hold	2,085	–	–	﹤0.01%	215
2018 Q4	$20K	Hold	2,085	–	–	﹤0.01%	196
2018 Q3	$25K	Hold	2,085	–	–	0.01%	192
2018 Q2	$21K	Hold	2,085	–	–	﹤0.01%	250
2018 Q1	$20K	Hold	2,085	–	–	﹤0.01%	274
2017 Q4	$19K	Buy	+2,085	New	+$17.9K	0.01%	139
2014 Q1	–	Sell	-750	Closed	-$3K	–	313
2013 Q4	$3K	Hold	750	–	–	﹤0.01%	276
2013 Q3	$3K	Buy	+750	New	+$3.18K	﹤0.01%	212

Other funds holding SONY

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Lenox Wealth Advisors's SONY Position: Q1 2021 in Review

Lenox Wealth Advisors sold out of Sony (SONY) in Q1 2021, closing a stake of 1,000 shares — an estimated $20K sold.

Lenox Wealth Advisors first reported a position in SONY in Q3 2013 and held it in 15 quarters. The position peaked at $25K in Q3 2019. 546 funds tracked by Wall St. Rank hold SONY as of Q1 2021.

Lenox Wealth Advisors reported no remaining Sony position as of Q1 2021 after selling out during the quarter.
Lenox Wealth Advisors sold 1,000 Sony shares in Q1 2021, an estimated $20K.
Lenox Wealth Advisors first reported a position in Sony in Q3 2013 and held it in 15 quarters.
Lenox Wealth Advisors's Sony position peaked at $25K in Q3 2019.
546 funds tracked by Wall St. Rank held Sony as of Q1 2021.

Based on Lenox Wealth Advisors's 13F filing for Q1 2021, filed 26 Apr 2021.