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Optimum Investment Advisors’s Sony SONY Stock Holding History

Optimum Investment 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
2023
Q1 		– Sell
-30
Closed -$458 – 778
2022
Q4 		$458 Hold
30
– – ﹤0.01% 734
2022
Q3 		$0 Buy
+30
New +$481 ﹤0.01% 877
2021
Q2 		– Sell
-1,000
Closed -$21K – 971
2021
Q1 		$21K Buy
+1,000
New +$21.1K 0.01% 659

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

Optimum Investment Advisors's SONY Position: Q1 2023 in Review

Optimum Investment Advisors sold out of Sony (SONY) in Q1 2023, closing a stake of 30 shares — an estimated $458 sold.

Optimum Investment Advisors first reported a position in SONY in Q1 2021 and held it in 3 quarters. The position peaked at $21K in Q1 2021. 606 funds tracked by Wall St. Rank hold SONY as of Q1 2023.

  • Optimum Investment Advisors reported no remaining Sony position as of Q1 2023 after selling out during the quarter.
  • Optimum Investment Advisors sold 30 Sony shares in Q1 2023, an estimated $458.
  • Optimum Investment Advisors first reported a position in Sony in Q1 2021 and held it in 3 quarters.
  • Optimum Investment Advisors's Sony position peaked at $21K in Q1 2021.
  • 606 funds tracked by Wall St. Rank held Sony as of Q1 2023.

Based on Optimum Investment Advisors's 13F filing for Q1 2023, filed 3 May 2023.