San Luis Wealth Advisors’s Sony SONY Stock Holding History

San Luis 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
2022 Q2	–	Sell	-510	Closed	-$13K	–	371
2022 Q1	$13K	Buy	+510	New	+$11.1K	0.01%	345

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

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

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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

ACM

Anomaly Capital Management New York $1.65B AUM 26.47% 1-Year Est. Return

San Luis Wealth Advisors's SONY Position: Q2 2022 in Review

San Luis Wealth Advisors sold out of Sony (SONY) in Q2 2022, closing a stake of 510 shares — an estimated $13K sold.

San Luis Wealth Advisors first reported a position in SONY in Q1 2022 and held it in 1 quarter. The position peaked at $13K in Q1 2022. 581 funds tracked by Wall St. Rank hold SONY as of Q2 2022.

San Luis Wealth Advisors reported no remaining Sony position as of Q2 2022 after selling out during the quarter.
San Luis Wealth Advisors sold 510 Sony shares in Q2 2022, an estimated $13K.
San Luis Wealth Advisors first reported a position in Sony in Q1 2022 and held it in 1 quarter.
San Luis Wealth Advisors's Sony position peaked at $13K in Q1 2022.
581 funds tracked by Wall St. Rank held Sony as of Q2 2022.

Based on San Luis Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.