Paragon Wealth Strategies’s Sony SONY Stock Holding History

Paragon Wealth Strategies’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
2021 Q3	–	Sell	-235	Closed	-$5K	–	245
2021 Q2	$5K	Buy	+235	New	+$4.76K	﹤0.01%	231

Other funds holding SONY

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Paragon Wealth Strategies's SONY Position: Q3 2021 in Review

Paragon Wealth Strategies sold out of Sony (SONY) in Q3 2021, closing a stake of 235 shares — an estimated $5K sold.

Paragon Wealth Strategies first reported a position in SONY in Q2 2021 and held it in 1 quarter. The position peaked at $5K in Q2 2021. 568 funds tracked by Wall St. Rank hold SONY as of Q3 2021.

Paragon Wealth Strategies reported no remaining Sony position as of Q3 2021 after selling out during the quarter.
Paragon Wealth Strategies sold 235 Sony shares in Q3 2021, an estimated $5K.
Paragon Wealth Strategies first reported a position in Sony in Q2 2021 and held it in 1 quarter.
Paragon Wealth Strategies's Sony position peaked at $5K in Q2 2021.
568 funds tracked by Wall St. Rank held Sony as of Q3 2021.

Based on Paragon Wealth Strategies's 13F filing for Q3 2021, filed 29 Oct 2021.