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Redwood Wealth Management Group’s Sony SONY Stock Holding History

Redwood Wealth Management Group’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
2024
Q3 		– Sell
-530
Closed -$9.01K – 948
2024
Q2 		$9.01K Buy
+530
New +$8.76K 0.01% 615

Other funds holding SONY

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Redwood Wealth Management Group's SONY Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Sony (SONY) in Q3 2024, closing a stake of 530 shares — an estimated $9.01K sold.

Redwood Wealth Management Group first reported a position in SONY in Q2 2024 and held it in 1 quarter. The position peaked at $9.01K in Q2 2024. 659 funds tracked by Wall St. Rank hold SONY as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Sony position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 530 Sony shares in Q3 2024, an estimated $9.01K.
  • Redwood Wealth Management Group first reported a position in Sony in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's Sony position peaked at $9.01K in Q2 2024.
  • 659 funds tracked by Wall St. Rank held Sony as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.