Tradition Wealth Management’s Sony SONY Stock Holding History

Tradition 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
2023 Q3	–	Sell	-190	Closed	-$3K	–	1397
2023 Q2	$3K	Buy	+190	New	+$3.56K	﹤0.01%	1357
2022 Q2	–	Sell	-150	Closed	-$3K	–	1148
2022 Q1	$3K	Sell	150 -75	-33%	-$1.63K	﹤0.01%	1124
2021 Q4	$6K	Buy	225 +50	+29%	+$1.19K	﹤0.01%	1027
2021 Q3	$4K	Hold	175	–	–	﹤0.01%	1094
2021 Q2	$3K	Buy	+175	New	+$3.55K	﹤0.01%	1149
2021 Q1	–	Sell	-25	Closed	-$1K	–	997
2020 Q4	$1K	Buy	+25	New	+$435	﹤0.01%	1005

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Tradition Wealth Management's SONY Position: Q3 2023 in Review

Tradition Wealth Management sold out of Sony (SONY) in Q3 2023, closing a stake of 190 shares — an estimated $3K sold.

Tradition Wealth Management first reported a position in SONY in Q4 2020 and held it in 6 quarters. The position peaked at $6K in Q4 2021. 615 funds tracked by Wall St. Rank hold SONY as of Q3 2023.

Tradition Wealth Management reported no remaining Sony position as of Q3 2023 after selling out during the quarter.
Tradition Wealth Management sold 190 Sony shares in Q3 2023, an estimated $3K.
Tradition Wealth Management first reported a position in Sony in Q4 2020 and held it in 6 quarters.
Tradition Wealth Management's Sony position peaked at $6K in Q4 2021.
615 funds tracked by Wall St. Rank held Sony as of Q3 2023.

Based on Tradition Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.