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Sendero Wealth Management’s Sony SONY Stock Holding History

Sendero 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
2022
Q4 		– Sell
-17,230
Closed -$221K – 116
2022
Q3 		$221K Sell
17,230
-18,015
-51% -$289K 0.09% 90
2022
Q2 		$576K Buy
35,245
+2,175
+7% +$38.5K 0.55% 44
2022
Q1 		$679K Sell
33,070
-2,725
-8% -$59.2K 0.31% 40
2021
Q4 		$905K Buy
+35,795
New +$852K 0.4% 38

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Sendero Wealth Management's SONY Position: Q4 2022 in Review

Sendero Wealth Management sold out of Sony (SONY) in Q4 2022, closing a stake of 17,230 shares — an estimated $221K sold.

Sendero Wealth Management first reported a position in SONY in Q4 2021 and held it in 4 quarters. The position peaked at $905K in Q4 2021. 578 funds tracked by Wall St. Rank hold SONY as of Q4 2022.

  • Sendero Wealth Management reported no remaining Sony position as of Q4 2022 after selling out during the quarter.
  • Sendero Wealth Management sold 17,230 Sony shares in Q4 2022, an estimated $221K.
  • Sendero Wealth Management first reported a position in Sony in Q4 2021 and held it in 4 quarters.
  • Sendero Wealth Management's Sony position peaked at $905K in Q4 2021.
  • 578 funds tracked by Wall St. Rank held Sony as of Q4 2022.

Based on Sendero Wealth Management's 13F filing for Q4 2022, filed 1 Feb 2023.