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Money Concepts Capital’s Sony SONY Stock Holding History

Money Concepts Capital’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
-1,350
Closed -$20.6K – 2541
2022
Q4 		$20.6K Buy
1,350
+1,335
+8,900% +$19.9K ﹤0.01% 1665
2022
Q3 		$0 Sell
15
-240
-94% -$3.85K ﹤0.01% 1659
2022
Q2 		$4K Sell
255
-1,025
-80% -$18.2K ﹤0.01% 1234
2022
Q1 		$26K Buy
+1,280
New +$27.8K ﹤0.01% 1502

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
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 $95.5B AUM 28.4% 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

Money Concepts Capital's SONY Position: Q1 2023 in Review

Money Concepts Capital sold out of Sony (SONY) in Q1 2023, closing a stake of 1,350 shares — an estimated $20.6K sold.

Money Concepts Capital first reported a position in SONY in Q1 2022 and held it in 4 quarters. The position peaked at $26K in Q1 2022. 606 funds tracked by Wall St. Rank hold SONY as of Q1 2023.

  • Money Concepts Capital reported no remaining Sony position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 1,350 Sony shares in Q1 2023, an estimated $20.6K.
  • Money Concepts Capital first reported a position in Sony in Q1 2022 and held it in 4 quarters.
  • Money Concepts Capital's Sony position peaked at $26K in Q1 2022.
  • 606 funds tracked by Wall St. Rank held Sony as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.