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Provenance Wealth Advisors’s Sony SONY Stock Holding History

Provenance Wealth Advisors’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
Q2 		– Sell
-90
Closed -$2.29K – 531
2025
Q1 		$2.29K Hold
90
– – ﹤0.01% 395
2024
Q4 		$1.9K Hold
90
– – ﹤0.01% 428
2024
Q3 		$1.74K Hold
90
– – ﹤0.01% 477
2024
Q2 		$1.53K Hold
90
– – ﹤0.01% 402
2024
Q1 		$1.54K Sell
90
-210
-70% -$3.86K ﹤0.01% 436
2023
Q4 		$5.68K Buy
300
+215
+253% +$3.73K ﹤0.01% 356
2023
Q3 		$1.4K Buy
+85
New +$1.48K ﹤0.01% 359

Other funds holding SONY

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return