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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 $336B AUM 34.66% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Provenance Wealth Advisors's SONY Position: Q2 2025 in Review

Provenance Wealth Advisors sold out of Sony (SONY) in Q2 2025, closing a stake of 90 shares — an estimated $2.29K sold.

Provenance Wealth Advisors first reported a position in SONY in Q3 2023 and held it in 7 quarters. The position peaked at $5.68K in Q4 2023. 757 funds tracked by Wall St. Rank hold SONY as of Q2 2025.

  • Provenance Wealth Advisors reported no remaining Sony position as of Q2 2025 after selling out during the quarter.
  • Provenance Wealth Advisors sold 90 Sony shares in Q2 2025, an estimated $2.29K.
  • Provenance Wealth Advisors first reported a position in Sony in Q3 2023 and held it in 7 quarters.
  • Provenance Wealth Advisors's Sony position peaked at $5.68K in Q4 2023.
  • 757 funds tracked by Wall St. Rank held Sony as of Q2 2025.

Based on Provenance Wealth Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.