Total Clarity Wealth Management’s Sony SONY Stock Holding History

Total Clarity 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
2022 Q3	–	Sell	-315	Closed	-$5K	–	860
2022 Q2	$5K	Buy	+315	New	+$5.58K	﹤0.01%	827
2022 Q1	–	Sell	-215	Closed	-$5K	–	795
2021 Q4	$5K	Hold	215	–	–	﹤0.01%	814
2021 Q3	$5K	Buy	+215	New	+$4.5K	﹤0.01%	824
2021 Q2	–	Sell	-215	Closed	-$5K	–	652
2021 Q1	$5K	Buy	+215	New	+$4.54K	﹤0.01%	699

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

Total Clarity Wealth Management's SONY Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of Sony (SONY) in Q3 2022, closing a stake of 315 shares — an estimated $5K sold.

Total Clarity Wealth Management first reported a position in SONY in Q1 2021 and held it in 4 quarters. The position peaked at $5K in Q2 2022. 531 funds tracked by Wall St. Rank hold SONY as of Q3 2022.

Total Clarity Wealth Management reported no remaining Sony position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 315 Sony shares in Q3 2022, an estimated $5K.
Total Clarity Wealth Management first reported a position in Sony in Q1 2021 and held it in 4 quarters.
Total Clarity Wealth Management's Sony position peaked at $5K in Q2 2022.
531 funds tracked by Wall St. Rank held Sony as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.