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Selective Wealth Management’s Sony SONY Stock Holding History

Selective 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
2020
Q3 		– Sell
-195
Closed -$3K – 400
2020
Q2 		$3K Hold
195
– – ﹤0.01% 359
2020
Q1 		$2K Hold
195
– – ﹤0.01% 296
2019
Q4 		$3K Hold
195
– – ﹤0.01% 270
2019
Q3 		$2K Buy
+195
New +$2.2K ﹤0.01% 304

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Selective Wealth Management's SONY Position: Q3 2020 in Review

Selective Wealth Management sold out of Sony (SONY) in Q3 2020, closing a stake of 195 shares — an estimated $3K sold.

Selective Wealth Management first reported a position in SONY in Q3 2019 and held it in 4 quarters. The position peaked at $3K in Q2 2020. 459 funds tracked by Wall St. Rank hold SONY as of Q3 2020.

  • Selective Wealth Management reported no remaining Sony position as of Q3 2020 after selling out during the quarter.
  • Selective Wealth Management sold 195 Sony shares in Q3 2020, an estimated $3K.
  • Selective Wealth Management first reported a position in Sony in Q3 2019 and held it in 4 quarters.
  • Selective Wealth Management's Sony position peaked at $3K in Q2 2020.
  • 459 funds tracked by Wall St. Rank held Sony as of Q3 2020.

Based on Selective Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.