TFO Wealth Partners’s Sony SONY Stock Holding History

TFO Wealth Partners’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 Q3	–	Sell	-225	Closed	-$4K	–	442
2022 Q2	$4K	Buy	+225	New	+$3.98K	﹤0.01%	235
2021 Q3	–	Sell	-15	Closed	–	–	181
2021 Q2	$0	Buy	+15	New	+$304	﹤0.01%	175

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

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

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

ACM

Anomaly Capital Management New York $1.65B AUM 26.47% 1-Year Est. Return

TFO Wealth Partners's SONY Position: Q3 2022 in Review

TFO Wealth Partners sold out of Sony (SONY) in Q3 2022, closing a stake of 225 shares — an estimated $4K sold.

TFO Wealth Partners first reported a position in SONY in Q2 2021 and held it in 2 quarters. The position peaked at $4K in Q2 2022. 531 funds tracked by Wall St. Rank hold SONY as of Q3 2022.

TFO Wealth Partners reported no remaining Sony position as of Q3 2022 after selling out during the quarter.
TFO Wealth Partners sold 225 Sony shares in Q3 2022, an estimated $4K.
TFO Wealth Partners first reported a position in Sony in Q2 2021 and held it in 2 quarters.
TFO Wealth Partners's Sony position peaked at $4K in Q2 2022.
531 funds tracked by Wall St. Rank held Sony as of Q3 2022.

Based on TFO Wealth Partners's 13F filing for Q3 2022, filed 8 Nov 2022.