Triad Wealth Partners’s Sony SONY Stock Holding History

Triad 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
2024 Q3	–	Sell	-460	Closed	-$7.82K	–	774
2024 Q2	$7.82K	Buy	+460	New	+$7.61K	﹤0.01%	485

Other funds holding SONY

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Triad Wealth Partners's SONY Position: Q3 2024 in Review

Triad Wealth Partners sold out of Sony (SONY) in Q3 2024, closing a stake of 460 shares — an estimated $7.82K sold.

Triad Wealth Partners first reported a position in SONY in Q2 2024 and held it in 1 quarter. The position peaked at $7.82K in Q2 2024. 659 funds tracked by Wall St. Rank hold SONY as of Q3 2024.

Triad Wealth Partners reported no remaining Sony position as of Q3 2024 after selling out during the quarter.
Triad Wealth Partners sold 460 Sony shares in Q3 2024, an estimated $7.82K.
Triad Wealth Partners first reported a position in Sony in Q2 2024 and held it in 1 quarter.
Triad Wealth Partners's Sony position peaked at $7.82K in Q2 2024.
659 funds tracked by Wall St. Rank held Sony as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.