TAIM
SONY icon

TD Ameritrade Investment Management’s Sony SONY Stock Holding History

TD Ameritrade Investment 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
2023
Q2 		– Sell
-110
Closed -$2K – 597
2023
Q1 		$2K Buy
110
+40
+57% +$693 ﹤0.01% 505
2022
Q4 		$1K Buy
70
+35
+100% +$523 ﹤0.01% 568
2022
Q3 		$0 Buy
+35
New +$561 ﹤0.01% 633
2021
Q4 		– Sell
-225
Closed -$3K – 704
2021
Q3 		$3K Buy
+225
New +$4.71K ﹤0.01% 559
2021
Q2 		– Sell
-225
Closed -$5K – 668
2021
Q1 		$5K Hold
225
– – ﹤0.01% 528
2020
Q4 		$5K Hold
225
– – ﹤0.01% 528
2020
Q3 		$3K Hold
225
– – ﹤0.01% 559
2020
Q2 		$3K Buy
225
+120
+114% +$1.56K ﹤0.01% 551
2020
Q1 		$1K Buy
+105
New +$1.38K ﹤0.01% 597
2019
Q1 		– Sell
-575
Closed -$6K – 620
2018
Q4 		$6K Buy
575
+485
+539% +$5.13K ﹤0.01% 435
2018
Q3 		$1K Buy
+90
New +$991 ﹤0.01% 554

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
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 Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TD Ameritrade Investment Management's SONY Position: Q2 2023 in Review

TD Ameritrade Investment Management sold out of Sony (SONY) in Q2 2023, closing a stake of 110 shares — an estimated $2K sold.

TD Ameritrade Investment Management first reported a position in SONY in Q3 2018 and held it in 11 quarters. The position peaked at $6K in Q4 2018. 629 funds tracked by Wall St. Rank hold SONY as of Q2 2023.

  • TD Ameritrade Investment Management reported no remaining Sony position as of Q2 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 110 Sony shares in Q2 2023, an estimated $2K.
  • TD Ameritrade Investment Management first reported a position in Sony in Q3 2018 and held it in 11 quarters.
  • TD Ameritrade Investment Management's Sony position peaked at $6K in Q4 2018.
  • 629 funds tracked by Wall St. Rank held Sony as of Q2 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q2 2023, filed 10 Aug 2023.