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One Wealth Management Investment & Advisory Services’s Sony SONY Stock Holding History

One Wealth Management Investment & Advisory 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
2024
Q2 		– Sell
-12,170
Closed -$209K – 148
2024
Q1 		$209K Buy
+12,170
New +$224K 0.09% 127

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Bank of America
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GAM
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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
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

One Wealth Management Investment & Advisory Services's SONY Position: Q2 2024 in Review

One Wealth Management Investment & Advisory Services sold out of Sony (SONY) in Q2 2024, closing a stake of 12,170 shares — an estimated $209K sold.

One Wealth Management Investment & Advisory Services first reported a position in SONY in Q1 2024 and held it in 1 quarter. The position peaked at $209K in Q1 2024. 651 funds tracked by Wall St. Rank hold SONY as of Q2 2024.

  • One Wealth Management Investment & Advisory Services reported no remaining Sony position as of Q2 2024 after selling out during the quarter.
  • One Wealth Management Investment & Advisory Services sold 12,170 Sony shares in Q2 2024, an estimated $209K.
  • One Wealth Management Investment & Advisory Services first reported a position in Sony in Q1 2024 and held it in 1 quarter.
  • One Wealth Management Investment & Advisory Services's Sony position peaked at $209K in Q1 2024.
  • 651 funds tracked by Wall St. Rank held Sony as of Q2 2024.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q2 2024, filed 6 Aug 2024.