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TCWP’s Sony SONY Stock Holding History

TCWP’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
-6,575
Closed -$135K – 1524
2022
Q1 		$135K Buy
+6,575
New +$143K 0.02% 307

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
DC
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

TCWP's SONY Position: Q2 2022 in Review

TCWP sold out of Sony (SONY) in Q2 2022, closing a stake of 6,575 shares — an estimated $135K sold.

TCWP first reported a position in SONY in Q1 2022 and held it in 1 quarter. The position peaked at $135K in Q1 2022. 581 funds tracked by Wall St. Rank hold SONY as of Q2 2022.

  • TCWP reported no remaining Sony position as of Q2 2022 after selling out during the quarter.
  • TCWP sold 6,575 Sony shares in Q2 2022, an estimated $135K.
  • TCWP first reported a position in Sony in Q1 2022 and held it in 1 quarter.
  • TCWP's Sony position peaked at $135K in Q1 2022.
  • 581 funds tracked by Wall St. Rank held Sony as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.