SteelPeak Wealth’s Sony SONY Stock Holding History

SteelPeak Wealth’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 Q4	–	Sell	-14,045	Closed	-$311K	–	468
2021 Q3	$311K	Sell	14,045 -6,770	-33%	-$142K	0.02%	326
2021 Q2	$405K	Buy	+20,815	New	+$422K	0.03%	289

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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

SteelPeak Wealth's SONY Position: Q4 2021 in Review

SteelPeak Wealth sold out of Sony (SONY) in Q4 2021, closing a stake of 14,045 shares — an estimated $311K sold.

SteelPeak Wealth first reported a position in SONY in Q2 2021 and held it in 2 quarters. The position peaked at $405K in Q2 2021. 633 funds tracked by Wall St. Rank hold SONY as of Q4 2021.

SteelPeak Wealth reported no remaining Sony position as of Q4 2021 after selling out during the quarter.
SteelPeak Wealth sold 14,045 Sony shares in Q4 2021, an estimated $311K.
SteelPeak Wealth first reported a position in Sony in Q2 2021 and held it in 2 quarters.
SteelPeak Wealth's Sony position peaked at $405K in Q2 2021.
633 funds tracked by Wall St. Rank held Sony as of Q4 2021.

Based on SteelPeak Wealth's 13F filing for Q4 2021, filed 31 Jan 2022.