PCWA
SONY icon

Pacific Capital Wealth Advisors’s Sony SONY Stock Holding History

Pacific Capital Wealth 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
2025
Q1 		– Sell
-1,810
Closed -$38.3K – 327
2024
Q4 		$38.3K Hold
1,810
– – 0.01% 167
2024
Q3 		$35K Hold
1,810
– – 0.01% 189
2024
Q2 		$30.8K Hold
1,810
– – 0.01% 195
2024
Q1 		$31K Hold
1,810
– – 0.01% 170
2023
Q4 		$34.3K Buy
+1,810
New +$31.4K 0.01% 158

Other funds holding SONY

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pacific Capital Wealth Advisors's SONY Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Sony (SONY) in Q1 2025, closing a stake of 1,810 shares — an estimated $38.3K sold.

Pacific Capital Wealth Advisors first reported a position in SONY in Q4 2023 and held it in 5 quarters. The position peaked at $38.3K in Q4 2024. 747 funds tracked by Wall St. Rank hold SONY as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining Sony position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 1,810 Sony shares in Q1 2025, an estimated $38.3K.
  • Pacific Capital Wealth Advisors first reported a position in Sony in Q4 2023 and held it in 5 quarters.
  • Pacific Capital Wealth Advisors's Sony position peaked at $38.3K in Q4 2024.
  • 747 funds tracked by Wall St. Rank held Sony as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.