Ropes Wealth Advisors’s Sony SONY Stock Holding History

Ropes 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	-6,310	Closed	-$128K	–	705
2020 Q4	$128K	Buy	6,310 +1,055	+20%	+$18.3K	0.02%	282
2020 Q3	$81K	Buy	5,255 +4,320	+462%	+$67.2K	0.02%	292
2020 Q2	$13K	Hold	935	–	–	﹤0.01%	431
2020 Q1	$11K	Buy	+935	New	+$12.3K	﹤0.01%	416
2018 Q2	–	Sell	-200	Closed	-$2K	–	598
2018 Q1	$2K	Buy	+200	New	+$1.97K	﹤0.01%	548

Other funds holding SONY

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

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

Ropes Wealth Advisors's SONY Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Sony (SONY) in Q1 2021, closing a stake of 6,310 shares — an estimated $128K sold.

Ropes Wealth Advisors first reported a position in SONY in Q1 2018 and held it in 5 quarters. The position peaked at $128K in Q4 2020. 546 funds tracked by Wall St. Rank hold SONY as of Q1 2021.

Ropes Wealth Advisors reported no remaining Sony position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 6,310 Sony shares in Q1 2021, an estimated $128K.
Ropes Wealth Advisors first reported a position in Sony in Q1 2018 and held it in 5 quarters.
Ropes Wealth Advisors's Sony position peaked at $128K in Q4 2020.
546 funds tracked by Wall St. Rank held Sony as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.