Taylor Hoffman Wealth Management’s Sony SONY Stock Holding History

Taylor Hoffman Wealth Management’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
2020 Q3	–	Sell	-1,500	Closed	-$21K	–	320
2020 Q2	$21K	Buy	+1,500	New	+$19.5K	0.01%	257
2020 Q1	–	Sell	-1,500	Closed	-$20K	–	334
2019 Q4	$20K	Hold	1,500	–	–	0.01%	274
2019 Q3	$18K	Hold	1,500	–	–	0.01%	274
2019 Q2	$16K	Hold	1,500	–	–	0.01%	266
2019 Q1	$13K	Hold	1,500	–	–	0.01%	275
2018 Q4	$14K	Hold	1,500	–	–	0.01%	264
2018 Q3	$18K	Hold	1,500	–	–	0.01%	247
2018 Q2	$15K	Hold	1,500	–	–	0.01%	243
2018 Q1	$15K	Buy	+1,500	New	+$14.8K	0.01%	253

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

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

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

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

PPA

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

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

Taylor Hoffman Wealth Management's SONY Position: Q3 2020 in Review

Taylor Hoffman Wealth Management sold out of Sony (SONY) in Q3 2020, closing a stake of 1,500 shares — an estimated $21K sold.

Taylor Hoffman Wealth Management first reported a position in SONY in Q1 2018 and held it in 9 quarters. The position peaked at $21K in Q2 2020. 459 funds tracked by Wall St. Rank hold SONY as of Q3 2020.

Taylor Hoffman Wealth Management reported no remaining Sony position as of Q3 2020 after selling out during the quarter.
Taylor Hoffman Wealth Management sold 1,500 Sony shares in Q3 2020, an estimated $21K.
Taylor Hoffman Wealth Management first reported a position in Sony in Q1 2018 and held it in 9 quarters.
Taylor Hoffman Wealth Management's Sony position peaked at $21K in Q2 2020.
459 funds tracked by Wall St. Rank held Sony as of Q3 2020.

Based on Taylor Hoffman Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.