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Twelve Points Wealth Management’s Sony SONY Stock Holding History

Twelve Points 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
2026
Q1 		$476K Hold
23,002
– – 0.1% 133
2025
Q4 		$576K Hold
23,002
– – 0.13% 126
2025
Q3 		$662K Sell
23,002
-325
-1% -$8.74K 0.17% 121
2025
Q2 		$607K Sell
23,327
-18
-0.1% -$450 0.16% 126
2025
Q1 		$593K Sell
23,345
-400
-2% -$9.24K 0.16% 119
2024
Q4 		$502K Sell
23,745
-815
-3% -$15.9K 0.14% 123
2024
Q3 		$474K Buy
24,560
+210
+0.9% +$3.83K 0.15% 123
2024
Q2 		$414K Hold
24,350
– – 0.15% 130
2024
Q1 		$418K Sell
24,350
-460
-2% -$8.46K 0.15% 124
2023
Q4 		$470K Sell
24,810
-375
-1% -$6.5K 0.22% 115
2023
Q3 		$415K Sell
25,185
-55
-0.2% -$960 0.21% 123
2023
Q2 		$455K Sell
25,240
-140
-0.6% -$2.63K 0.24% 123
2023
Q1 		$460K Sell
25,380
-75
-0.3% -$1.3K 0.26% 112
2022
Q4 		$388K Hold
25,455
– – 0.26% 114
2022
Q3 		$326K Sell
25,455
-290
-1% -$4.65K 0.25% 127
2022
Q2 		$421K Sell
25,745
-30
-0.1% -$531 0.32% 109
2022
Q1 		$529K Sell
25,775
-3,295
-11% -$71.6K 0.4% 93
2021
Q4 		$735K Buy
+29,070
New +$692K 0.6% 54

Other funds holding SONY

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return