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Lumature Wealth Partners’s Sony SONY Stock Holding History

Lumature Wealth Partners’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
2023
Q1 		– Sell
-320
Closed -$4.88K – 417
2022
Q4 		$4.88K Sell
320
-45
-12% -$672 ﹤0.01% 342
2022
Q3 		$5K Sell
365
-35
-9% -$561 ﹤0.01% 350
2022
Q2 		$7K Sell
400
-3,260
-89% -$57.7K ﹤0.01% 343
2022
Q1 		$75K Sell
3,660
-1,105
-23% -$24K 0.03% 232
2021
Q4 		$120K Sell
4,765
-525
-10% -$12.5K 0.05% 167
2021
Q3 		$117K Sell
5,290
-465
-8% -$9.74K 0.05% 169
2021
Q2 		$112K Sell
5,755
-25
-0.4% -$507 0.05% 173
2021
Q1 		$123K Sell
5,780
-19,065
-77% -$403K 0.06% 155
2020
Q4 		$502K Buy
+24,845
New +$432K 0.48% 64

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 $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Lumature Wealth Partners's SONY Position: Q1 2023 in Review

Lumature Wealth Partners sold out of Sony (SONY) in Q1 2023, closing a stake of 320 shares — an estimated $4.88K sold.

Lumature Wealth Partners first reported a position in SONY in Q4 2020 and held it in 9 quarters. The position peaked at $502K in Q4 2020. 607 funds tracked by Wall St. Rank hold SONY as of Q1 2023.

  • Lumature Wealth Partners reported no remaining Sony position as of Q1 2023 after selling out during the quarter.
  • Lumature Wealth Partners sold 320 Sony shares in Q1 2023, an estimated $4.88K.
  • Lumature Wealth Partners first reported a position in Sony in Q4 2020 and held it in 9 quarters.
  • Lumature Wealth Partners's Sony position peaked at $502K in Q4 2020.
  • 607 funds tracked by Wall St. Rank held Sony as of Q1 2023.

Based on Lumature Wealth Partners's 13F filing for Q1 2023, filed 15 May 2023.