Petix & Botte Financial’s Sony SONY Stock Holding History

Petix & Botte Financial’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 Q2	–	Sell	-10,000	Closed	-$205K	–	106
2022 Q1	$205K	Buy	+10,000	New	+$217K	0.06%	117
2021 Q4	–	Sell	-10,000	Closed	-$222K	–	104
2021 Q3	$222K	Buy	+10,000	New	+$209K	0.08%	106

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

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

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

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

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

ACM

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

Petix & Botte Financial's SONY Position: Q2 2022 in Review

Petix & Botte Financial sold out of Sony (SONY) in Q2 2022, closing a stake of 10,000 shares — an estimated $205K sold.

Petix & Botte Financial first reported a position in SONY in Q3 2021 and held it in 2 quarters. The position peaked at $222K in Q3 2021. 581 funds tracked by Wall St. Rank hold SONY as of Q2 2022.

Petix & Botte Financial reported no remaining Sony position as of Q2 2022 after selling out during the quarter.
Petix & Botte Financial sold 10,000 Sony shares in Q2 2022, an estimated $205K.
Petix & Botte Financial first reported a position in Sony in Q3 2021 and held it in 2 quarters.
Petix & Botte Financial's Sony position peaked at $222K in Q3 2021.
581 funds tracked by Wall St. Rank held Sony as of Q2 2022.

Based on Petix & Botte Financial's 13F filing for Q2 2022, filed 4 Aug 2022.