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PFG Private Wealth Management’s Sony SONY Stock Holding History

PFG Private Wealth Management’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
-500
Closed -$10.6K – 299
2024
Q4 		$10.6K Hold
500
– – 0.01% 134
2024
Q3 		$9.66K Hold
500
– – 0.01% 140
2024
Q2 		$8.49K Buy
+500
New +$8.27K 0.01% 144

Other funds holding SONY

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

PFG Private Wealth Management's SONY Position: Q1 2025 in Review

PFG Private Wealth Management sold out of Sony (SONY) in Q1 2025, closing a stake of 500 shares — an estimated $10.6K sold.

PFG Private Wealth Management first reported a position in SONY in Q2 2024 and held it in 3 quarters. The position peaked at $10.6K in Q4 2024. 749 funds tracked by Wall St. Rank hold SONY as of Q1 2025.

  • PFG Private Wealth Management reported no remaining Sony position as of Q1 2025 after selling out during the quarter.
  • PFG Private Wealth Management sold 500 Sony shares in Q1 2025, an estimated $10.6K.
  • PFG Private Wealth Management first reported a position in Sony in Q2 2024 and held it in 3 quarters.
  • PFG Private Wealth Management's Sony position peaked at $10.6K in Q4 2024.
  • 749 funds tracked by Wall St. Rank held Sony as of Q1 2025.

Based on PFG Private Wealth Management's 13F filing for Q1 2025, filed 13 May 2025.