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Sanctuary Wealth Management’s Sony SONY Stock Holding History

Sanctuary 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
2024
Q2 		– Sell
-125
Closed -$2.14K – 302
2024
Q1 		$2.14K Hold
125
– – ﹤0.01% 202
2023
Q4 		$2.37K Hold
125
– – ﹤0.01% 204
2023
Q3 		$2.06K Hold
125
– – ﹤0.01% 199
2023
Q2 		$2.25K Buy
+125
New +$2.35K ﹤0.01% 197
2022
Q4 		$1.91K Buy
+125
New +$1.87K ﹤0.01% 188

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
GAM
Groupama Asset Management Paris, France $7.93B AUM 57.28% 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
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sanctuary Wealth Management's SONY Position: Q2 2024 in Review

Sanctuary Wealth Management sold out of Sony (SONY) in Q2 2024, closing a stake of 125 shares — an estimated $2.14K sold.

Sanctuary Wealth Management first reported a position in SONY in Q4 2022 and held it in 5 quarters. The position peaked at $2.37K in Q4 2023. 651 funds tracked by Wall St. Rank hold SONY as of Q2 2024.

  • Sanctuary Wealth Management reported no remaining Sony position as of Q2 2024 after selling out during the quarter.
  • Sanctuary Wealth Management sold 125 Sony shares in Q2 2024, an estimated $2.14K.
  • Sanctuary Wealth Management first reported a position in Sony in Q4 2022 and held it in 5 quarters.
  • Sanctuary Wealth Management's Sony position peaked at $2.37K in Q4 2023.
  • 651 funds tracked by Wall St. Rank held Sony as of Q2 2024.

Based on Sanctuary Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.