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Realta Investment Advisors’s Sony SONY Stock Holding History

Realta Investment 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
2020
Q3 		– Sell
-42,535
Closed -$588K – 366
2020
Q2 		$588K Sell
42,535
-145
-0.3% -$1.88K 0.19% 130
2020
Q1 		$505K Sell
42,680
-255
-0.6% -$3.34K 0.22% 133
2019
Q4 		$547K Buy
42,935
+150
+0.4% +$1.87K 0.15% 173
2019
Q3 		$508K Sell
42,785
-930
-2% -$10.5K 0.14% 173
2019
Q2 		$457K Sell
43,715
-10,540
-19% -$103K 0.13% 183
2019
Q1 		$457K Buy
+54,255
New +$508K 0.21% 143

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

Realta Investment Advisors's SONY Position: Q3 2020 in Review

Realta Investment Advisors sold out of Sony (SONY) in Q3 2020, closing a stake of 42,535 shares — an estimated $588K sold.

Realta Investment Advisors first reported a position in SONY in Q1 2019 and held it in 6 quarters. The position peaked at $588K in Q2 2020. 459 funds tracked by Wall St. Rank hold SONY as of Q3 2020.

  • Realta Investment Advisors reported no remaining Sony position as of Q3 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 42,535 Sony shares in Q3 2020, an estimated $588K.
  • Realta Investment Advisors first reported a position in Sony in Q1 2019 and held it in 6 quarters.
  • Realta Investment Advisors's Sony position peaked at $588K in Q2 2020.
  • 459 funds tracked by Wall St. Rank held Sony as of Q3 2020.

Based on Realta Investment Advisors's 13F filing for Q3 2020, filed 23 Oct 2020.