Meridian Wealth Partners’s Sony SONY Stock Holding History

Meridian 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
2021 Q2	–	Sell	-450	Closed	-$10K	–	1081
2021 Q1	$10K	Buy	+450	New	+$9.5K	﹤0.01%	456

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

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

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

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Meridian Wealth Partners's SONY Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Sony (SONY) in Q2 2021, closing a stake of 450 shares — an estimated $10K sold.

Meridian Wealth Partners first reported a position in SONY in Q1 2021 and held it in 1 quarter. The position peaked at $10K in Q1 2021. 548 funds tracked by Wall St. Rank hold SONY as of Q2 2021.

Meridian Wealth Partners reported no remaining Sony position as of Q2 2021 after selling out during the quarter.
Meridian Wealth Partners sold 450 Sony shares in Q2 2021, an estimated $10K.
Meridian Wealth Partners first reported a position in Sony in Q1 2021 and held it in 1 quarter.
Meridian Wealth Partners's Sony position peaked at $10K in Q1 2021.
548 funds tracked by Wall St. Rank held Sony as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.