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Regent Peak Wealth Advisors’s Sony SONY Stock Holding History

Regent Peak 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
2021
Q1 		– Sell
-5,750
Closed -$116K – 854
2020
Q4 		$116K Buy
+5,750
New +$100K 0.04% 195

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
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
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Regent Peak Wealth Advisors's SONY Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Sony (SONY) in Q1 2021, closing a stake of 5,750 shares — an estimated $116K sold.

Regent Peak Wealth Advisors first reported a position in SONY in Q4 2020 and held it in 1 quarter. The position peaked at $116K in Q4 2020. 546 funds tracked by Wall St. Rank hold SONY as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Sony position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 5,750 Sony shares in Q1 2021, an estimated $116K.
  • Regent Peak Wealth Advisors first reported a position in Sony in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Sony position peaked at $116K in Q4 2020.
  • 546 funds tracked by Wall St. Rank held Sony as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.