SWP
SONY icon

ShoreHaven Wealth Partners’s Sony SONY Stock Holding History

ShoreHaven Wealth Partners’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
Q2 		– Sell
-145
Closed -$3K – 225
2021
Q1 		$3K Hold
145
– – ﹤0.01% 243
2020
Q4 		$3K Buy
+145
New +$2.52K ﹤0.01% 213

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
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

ShoreHaven Wealth Partners's SONY Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of Sony (SONY) in Q2 2021, closing a stake of 145 shares — an estimated $3K sold.

ShoreHaven Wealth Partners first reported a position in SONY in Q4 2020 and held it in 2 quarters. The position peaked at $3K in Q1 2021. 550 funds tracked by Wall St. Rank hold SONY as of Q2 2021.

  • ShoreHaven Wealth Partners reported no remaining Sony position as of Q2 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 145 Sony shares in Q2 2021, an estimated $3K.
  • ShoreHaven Wealth Partners first reported a position in Sony in Q4 2020 and held it in 2 quarters.
  • ShoreHaven Wealth Partners's Sony position peaked at $3K in Q1 2021.
  • 550 funds tracked by Wall St. Rank held Sony as of Q2 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.