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SYSTM Wealth Solutions’s Sony SONY Stock Holding History

SYSTM Wealth Solutions’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
2024
Q3 		– Sell
-3,970
Closed -$67.5K – 545
2024
Q2 		$67.5K Sell
3,970
-90
-2% -$1.49K 0.02% 258
2024
Q1 		$69.6K Hold
4,060
– – 0.01% 533
2023
Q4 		$76.9K Buy
+4,060
New +$70.4K 0.01% 501
2023
Q3 		– Sell
-12,720
Closed -$229K – 489
2023
Q2 		$229K Buy
+12,720
New +$239K 0.03% 434

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SYSTM Wealth Solutions's SONY Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Sony (SONY) in Q3 2024, closing a stake of 3,970 shares — an estimated $67.5K sold.

SYSTM Wealth Solutions first reported a position in SONY in Q2 2023 and held it in 4 quarters. The position peaked at $229K in Q2 2023. 658 funds tracked by Wall St. Rank hold SONY as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Sony position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 3,970 Sony shares in Q3 2024, an estimated $67.5K.
  • SYSTM Wealth Solutions first reported a position in Sony in Q2 2023 and held it in 4 quarters.
  • SYSTM Wealth Solutions's Sony position peaked at $229K in Q2 2023.
  • 658 funds tracked by Wall St. Rank held Sony as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.