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Northwest Financial Advisors’s Sony SONY Stock Holding History

Northwest Financial 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
2024
Q4 		– Sell
-200
Closed -$3.86K – 474
2024
Q3 		$3.86K Buy
+200
New +$3.65K ﹤0.01% 461
2024
Q1 		– Sell
-200
Closed -$3.79K – 452
2023
Q4 		$3.79K Buy
+200
New +$3.47K ﹤0.01% 454

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northwest Financial Advisors's SONY Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Sony (SONY) in Q4 2024, closing a stake of 200 shares — an estimated $3.86K sold.

Northwest Financial Advisors first reported a position in SONY in Q4 2023 and held it in 2 quarters. The position peaked at $3.86K in Q3 2024. 719 funds tracked by Wall St. Rank hold SONY as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Sony position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 200 Sony shares in Q4 2024, an estimated $3.86K.
  • Northwest Financial Advisors first reported a position in Sony in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Sony position peaked at $3.86K in Q3 2024.
  • 719 funds tracked by Wall St. Rank held Sony as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.