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Polaris Wealth Advisory Group’s Sony SONY Stock Holding History

Polaris Wealth 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
Q2 		– Sell
-295,820
Closed -$6.61M – 205
2021
Q1 		$6.61M Buy
295,820
+46,670
+19% +$986K 0.42% 75
2020
Q4 		$5.18M Buy
249,150
+50,340
+25% +$875K 0.39% 78
2020
Q3 		$2.98M Buy
+198,810
New +$3.09M 0.28% 82
2019
Q1 		– Sell
-328,040
Closed -$3.17M – 172
2018
Q4 		$3.17M Sell
328,040
-10,670
-3% -$113K 0.3% 61
2018
Q3 		$4.11M Buy
+338,710
New +$3.73M 0.28% 69

Other funds holding SONY

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Aristotle Capital Management
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Polaris Wealth Advisory Group's SONY Position: Q2 2021 in Review

Polaris Wealth Advisory Group sold out of Sony (SONY) in Q2 2021, closing a stake of 295,820 shares — an estimated $6.61M sold.

Polaris Wealth Advisory Group first reported a position in SONY in Q3 2018 and held it in 5 quarters. The position peaked at $6.61M in Q1 2021. 548 funds tracked by Wall St. Rank hold SONY as of Q2 2021.

  • Polaris Wealth Advisory Group reported no remaining Sony position as of Q2 2021 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 295,820 Sony shares in Q2 2021, an estimated $6.61M.
  • Polaris Wealth Advisory Group first reported a position in Sony in Q3 2018 and held it in 5 quarters.
  • Polaris Wealth Advisory Group's Sony position peaked at $6.61M in Q1 2021.
  • 548 funds tracked by Wall St. Rank held Sony as of Q2 2021.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2021, filed 23 Jul 2021.