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TrueWealth LLC’s Sony SONY Stock Holding History

TrueWealth LLC’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 		$40K Buy
2,920
+655
+29% +$8.51K 0.02% 294
2020
Q1 		$27K Hold
2,265
– – 0.01% 323
2019
Q4 		$31K Hold
2,265
– – 0.01% 325
2019
Q3 		$27K Hold
2,265
– – 0.01% 338
2019
Q2 		$24K Hold
2,265
– – 0.01% 350
2019
Q1 		$19K Hold
2,265
– – 0.01% 370
2018
Q4 		$22K Sell
2,265
-540
-19% -$5.71K 0.01% 351
2018
Q3 		$34K Hold
2,805
– – 0.02% 323
2018
Q2 		$29K Hold
2,805
– – 0.01% 334
2018
Q1 		$27K Sell
2,805
-660
-19% -$6.5K 0.01% 321
2017
Q4 		$31K Buy
+3,465
New +$29.8K 0.01% 352

Other funds holding SONY

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Aristotle Capital Management
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
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
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
BlackRock
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

TrueWealth LLC's SONY Position: Q2 2020 in Review

TrueWealth LLC increased its Sony (SONY) stake by 29% in Q2 2020, buying an estimated $8.51K and bringing the position to 2,920 shares worth $40K. The position accounts for 0.02% of the portfolio, ranked #294.

TrueWealth LLC first reported a position in SONY in Q4 2017 and has held it in 11 quarters since. 446 funds tracked by Wall St. Rank hold SONY as of Q2 2020.

  • TrueWealth LLC held 2,920 shares of Sony worth $40K as of Q2 2020.
  • TrueWealth LLC bought 655 Sony shares in Q2 2020, an estimated $8.51K.
  • Sony made up 0.02% of TrueWealth LLC's portfolio in Q2 2020, its #294 holding.
  • TrueWealth LLC first reported a position in Sony in Q4 2017 and has held it in 11 quarters since.
  • 446 funds tracked by Wall St. Rank held Sony as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.