TFC Financial Management’s Sony SONY Stock Holding History

TFC Financial 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 Q4	–	Sell	-120	Closed	-$1.98K	–	723
2023 Q3	$1.98K	Buy	+120	New	+$2.09K	﹤0.01%	462

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

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

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

TFC Financial Management's SONY Position: Q4 2023 in Review

TFC Financial Management sold out of Sony (SONY) in Q4 2023, closing a stake of 120 shares — an estimated $1.98K sold.

TFC Financial Management first reported a position in SONY in Q3 2023 and held it in 1 quarter. The position peaked at $1.98K in Q3 2023. 655 funds tracked by Wall St. Rank hold SONY as of Q4 2023.

TFC Financial Management reported no remaining Sony position as of Q4 2023 after selling out during the quarter.
TFC Financial Management sold 120 Sony shares in Q4 2023, an estimated $1.98K.
TFC Financial Management first reported a position in Sony in Q3 2023 and held it in 1 quarter.
TFC Financial Management's Sony position peaked at $1.98K in Q3 2023.
655 funds tracked by Wall St. Rank held Sony as of Q4 2023.

Based on TFC Financial Management's 13F filing for Q4 2023, filed 25 Jan 2024.