My Personal CFO LLC’s Sony SONY Stock Holding History

My Personal CFO LLC’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	-395	Closed	-$6.03K	–	702
2022 Q4	$6.03K	Buy	+395	New	+$5.9K	0.01%	346

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

FMI

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

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

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

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

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

My Personal CFO LLC's SONY Position: Q1 2023 in Review

My Personal CFO LLC sold out of Sony (SONY) in Q1 2023, closing a stake of 395 shares — an estimated $6.03K sold.

My Personal CFO LLC first reported a position in SONY in Q4 2022 and held it in 1 quarter. The position peaked at $6.03K in Q4 2022. 606 funds tracked by Wall St. Rank hold SONY as of Q1 2023.

My Personal CFO LLC reported no remaining Sony position as of Q1 2023 after selling out during the quarter.
My Personal CFO LLC sold 395 Sony shares in Q1 2023, an estimated $6.03K.
My Personal CFO LLC first reported a position in Sony in Q4 2022 and held it in 1 quarter.
My Personal CFO LLC's Sony position peaked at $6.03K in Q4 2022.
606 funds tracked by Wall St. Rank held Sony as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.