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Okabena Investment Services’s Sony SONY Stock Holding History

Okabena Investment Services’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
Q2 		– Sell
-105
Closed -$1.9K – 230
2023
Q1 		$1.9K Sell
105
-2,170
-95% -$37.6K ﹤0.01% 170
2022
Q4 		$29.3K Buy
+2,275
New +$34K 0.02% 107

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Okabena Investment Services's SONY Position: Q2 2023 in Review

Okabena Investment Services sold out of Sony (SONY) in Q2 2023, closing a stake of 105 shares — an estimated $1.9K sold.

Okabena Investment Services first reported a position in SONY in Q4 2022 and held it in 2 quarters. The position peaked at $29.3K in Q4 2022. 629 funds tracked by Wall St. Rank hold SONY as of Q2 2023.

  • Okabena Investment Services reported no remaining Sony position as of Q2 2023 after selling out during the quarter.
  • Okabena Investment Services sold 105 Sony shares in Q2 2023, an estimated $1.9K.
  • Okabena Investment Services first reported a position in Sony in Q4 2022 and held it in 2 quarters.
  • Okabena Investment Services's Sony position peaked at $29.3K in Q4 2022.
  • 629 funds tracked by Wall St. Rank held Sony as of Q2 2023.

Based on Okabena Investment Services's 13F filing for Q2 2023, filed 14 Aug 2023.