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Pinnacle Advisory Group’s Sony SONY Stock Holding History

Pinnacle Advisory Group’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
Q1 		$290K Buy
+13,690
New +$289K 0.01% 207

Other funds holding SONY

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Pinnacle Advisory Group's SONY Position: Q1 2021 in Review

Pinnacle Advisory Group opened a new position in Sony (SONY) in Q1 2021: 13,690 shares worth $290K. The stake represents 0.01% of the portfolio and ranks #207 among its holdings.

547 funds tracked by Wall St. Rank hold SONY as of Q1 2021.

  • Pinnacle Advisory Group held 13,690 shares of Sony worth $290K as of Q1 2021.
  • Sony was a new Pinnacle Advisory Group position in Q1 2021.
  • Sony made up 0.01% of Pinnacle Advisory Group's portfolio in Q1 2021, its #207 holding.
  • 547 funds tracked by Wall St. Rank held Sony as of Q1 2021.

Based on Pinnacle Advisory Group's 13F filing for Q1 2021, filed 12 May 2021.