TRUE Private Wealth Advisors’s Sony SONY Stock Holding History

TRUE Private Wealth Advisors’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
2020 Q2	–	Sell	-500	Closed	-$5K	–	742
2020 Q1	$5K	Sell	500 -3,070	-86%	-$40.2K	﹤0.01%	526
2019 Q4	$48K	Buy	+3,570	New	+$44.5K	0.01%	376
2019 Q3	–	Sell	-3,790	Closed	-$39K	–	633
2019 Q2	$39K	Buy	+3,790	New	+$37.2K	0.01%	375
2018 Q4	–	Sell	-4,060	Closed	-$49.2K	–	812
2018 Q3	$49.2K	Buy	+4,060	New	+$44.7K	0.01%	465

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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

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

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

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

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

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

TRUE Private Wealth Advisors's SONY Position: Q2 2020 in Review

TRUE Private Wealth Advisors sold out of Sony (SONY) in Q2 2020, closing a stake of 500 shares — an estimated $5K sold.

TRUE Private Wealth Advisors first reported a position in SONY in Q3 2018 and held it in 4 quarters. The position peaked at $49.2K in Q3 2018. 445 funds tracked by Wall St. Rank hold SONY as of Q2 2020.

TRUE Private Wealth Advisors reported no remaining Sony position as of Q2 2020 after selling out during the quarter.
TRUE Private Wealth Advisors sold 500 Sony shares in Q2 2020, an estimated $5K.
TRUE Private Wealth Advisors first reported a position in Sony in Q3 2018 and held it in 4 quarters.
TRUE Private Wealth Advisors's Sony position peaked at $49.2K in Q3 2018.
445 funds tracked by Wall St. Rank held Sony as of Q2 2020.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2020, filed 7 Jul 2020.