Symphony Financial’s Sony SONY Stock Holding History

Symphony Financial’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 Q2	–	Sell	-22,160	Closed	-$435K	–	204
2022 Q1	$435K	Buy	+22,160	New	+$482K	0.1%	140

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

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

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

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

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

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

ACM

Anomaly Capital Management New York $1.65B AUM 26.47% 1-Year Est. Return

Symphony Financial's SONY Position: Q2 2022 in Review

Symphony Financial sold out of Sony (SONY) in Q2 2022, closing a stake of 22,160 shares — an estimated $435K sold.

Symphony Financial first reported a position in SONY in Q1 2022 and held it in 1 quarter. The position peaked at $435K in Q1 2022. 581 funds tracked by Wall St. Rank hold SONY as of Q2 2022.

Symphony Financial reported no remaining Sony position as of Q2 2022 after selling out during the quarter.
Symphony Financial sold 22,160 Sony shares in Q2 2022, an estimated $435K.
Symphony Financial first reported a position in Sony in Q1 2022 and held it in 1 quarter.
Symphony Financial's Sony position peaked at $435K in Q1 2022.
581 funds tracked by Wall St. Rank held Sony as of Q2 2022.

Based on Symphony Financial's 13F filing for Q2 2022, filed 18 Jul 2022.