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Price Wealth’s Sony SONY Stock Holding History

Price Wealth’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
2020
Q3 		$246K Sell
16,020
-40,205
-72% -$625K 0.07% 72
2020
Q2 		$777K Buy
+56,225
New +$731K 0.23% 37

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
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
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Price Wealth's SONY Position: Q3 2020 in Review

Price Wealth reduced its Sony (SONY) stake by 72% in Q3 2020, selling an estimated $625K and leaving 16,020 shares worth $246K. The position accounts for 0.07% of the portfolio, ranked #72.

Price Wealth first reported a position in SONY in Q2 2020 and has held it in 2 quarters since. The position peaked at $777K in Q2 2020. 459 funds tracked by Wall St. Rank hold SONY as of Q3 2020.

  • Price Wealth held 16,020 shares of Sony worth $246K as of Q3 2020.
  • Price Wealth sold 40,205 Sony shares in Q3 2020, an estimated $625K.
  • Sony made up 0.07% of Price Wealth's portfolio in Q3 2020, its #72 holding.
  • Price Wealth first reported a position in Sony in Q2 2020 and has held it in 2 quarters since.
  • Price Wealth's Sony position peaked at $777K in Q2 2020.
  • 459 funds tracked by Wall St. Rank held Sony as of Q3 2020.

Based on Price Wealth's 13F filing for Q3 2020, filed 22 Oct 2020.