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Red Door Wealth Management’s Sony SONY Stock Holding History

Red Door Wealth Management’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
Q3 		– Sell
-250
Closed -$4K – 528
2021
Q2 		$4K Buy
+250
New +$5.07K ﹤0.01% 534
2020
Q3 		– Sell
-250
Closed -$3K – 365
2020
Q2 		$3K Hold
250
– – ﹤0.01% 407
2020
Q1 		$2K Buy
+250
New +$3.28K ﹤0.01% 394

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Red Door Wealth Management's SONY Position: Q3 2021 in Review

Red Door Wealth Management sold out of Sony (SONY) in Q3 2021, closing a stake of 250 shares — an estimated $4K sold.

Red Door Wealth Management first reported a position in SONY in Q1 2020 and held it in 3 quarters. The position peaked at $4K in Q2 2021. 568 funds tracked by Wall St. Rank hold SONY as of Q3 2021.

  • Red Door Wealth Management reported no remaining Sony position as of Q3 2021 after selling out during the quarter.
  • Red Door Wealth Management sold 250 Sony shares in Q3 2021, an estimated $4K.
  • Red Door Wealth Management first reported a position in Sony in Q1 2020 and held it in 3 quarters.
  • Red Door Wealth Management's Sony position peaked at $4K in Q2 2021.
  • 568 funds tracked by Wall St. Rank held Sony as of Q3 2021.

Based on Red Door Wealth Management's 13F filing for Q3 2021, filed 14 Oct 2021.