Patriot Financial Group Insurance Agency’s Sony SONY Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-1,920	Closed	-$31K	–	1736
2022 Q2	$31K	Sell	1,920 -390	-17%	-$6.91K	0.01%	884
2022 Q1	$47K	Buy	2,310 +200	+9%	+$4.35K	0.01%	799
2021 Q4	$53K	Sell	2,110 -75	-3%	-$1.79K	0.01%	841
2021 Q3	$48K	Buy	2,185 +390	+22%	+$8.16K	0.01%	881
2021 Q2	$35K	Sell	1,795 -950	-35%	-$19.3K	0.01%	965
2021 Q1	$58K	Buy	2,745 +1,000	+57%	+$21.1K	0.01%	723
2020 Q4	$35K	Buy	1,745 +280	+19%	+$4.87K	0.01%	801
2020 Q3	$22K	Hold	1,465	–	–	0.01%	772
2020 Q2	$20K	Buy	1,465 +5	+0.3%	+$65	0.01%	748
2020 Q1	$17K	Buy	+1,460	New	+$19.1K	0.01%	706

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

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

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

ACM

Anomaly Capital Management New York $1.65B AUM 26.47% 1-Year Est. Return

Patriot Financial Group Insurance Agency's SONY Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Sony (SONY) in Q3 2022, closing a stake of 1,920 shares — an estimated $31K sold.

Patriot Financial Group Insurance Agency first reported a position in SONY in Q1 2020 and held it in 10 quarters. The position peaked at $58K in Q1 2021. 532 funds tracked by Wall St. Rank hold SONY as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Sony position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 1,920 Sony shares in Q3 2022, an estimated $31K.
Patriot Financial Group Insurance Agency first reported a position in Sony in Q1 2020 and held it in 10 quarters.
Patriot Financial Group Insurance Agency's Sony position peaked at $58K in Q1 2021.
532 funds tracked by Wall St. Rank held Sony as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.