Sutton Wealth Advisors’s Sony SONY Stock Holding History

Sutton Wealth Advisors’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
2023 Q3	$13.6K	Hold	825	–	–	0.01%	418
2023 Q2	$14.9K	Buy	825 +795	+2,650%	+$14.9K	0.01%	394
2023 Q1	$544	Hold	30	–	–	﹤0.01%	765
2022 Q4	$458	Hold	30	–	–	﹤0.01%	1506
2022 Q3	$384	Hold	30	–	–	﹤0.01%	1500
2022 Q2	$491	Hold	30	–	–	﹤0.01%	1460
2022 Q1	$616	Hold	30	–	–	﹤0.01%	1448
2021 Q4	$758	Hold	30	–	–	﹤0.01%	1408
2021 Q3	$663	Hold	30	–	–	﹤0.01%	1267
2021 Q2	$583	Hold	30	–	–	﹤0.01%	1257
2021 Q1	$636	Buy	+30	New	+$634	﹤0.01%	1225

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FMI

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Sutton Wealth Advisors's SONY Position: Q3 2023 in Review

Sutton Wealth Advisors held its Sony (SONY) position steady in Q3 2023 at 825 shares worth $13.6K. The position accounts for 0.01% of the portfolio, ranked #418.

Sutton Wealth Advisors first reported a position in SONY in Q1 2021 and has held it in 11 quarters since. The position peaked at $14.9K in Q2 2023. 616 funds tracked by Wall St. Rank hold SONY as of Q3 2023.

Sutton Wealth Advisors held 825 shares of Sony worth $13.6K as of Q3 2023.
Sutton Wealth Advisors left its Sony share count unchanged in Q3 2023.
Sony made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #418 holding.
Sutton Wealth Advisors first reported a position in Sony in Q1 2021 and has held it in 11 quarters since.
Sutton Wealth Advisors's Sony position peaked at $14.9K in Q2 2023.
616 funds tracked by Wall St. Rank held Sony as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.