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Tyler-Stone Wealth Management’s Sony SONY Stock Holding History

Tyler-Stone 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
2022
Q1 		– Sell
-5,000
Closed -$126K – 938
2021
Q4 		$126K Buy
+5,000
New +$119K 0.07% 241

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
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Tyler-Stone Wealth Management's SONY Position: Q1 2022 in Review

Tyler-Stone Wealth Management sold out of Sony (SONY) in Q1 2022, closing a stake of 5,000 shares — an estimated $126K sold.

Tyler-Stone Wealth Management first reported a position in SONY in Q4 2021 and held it in 1 quarter. The position peaked at $126K in Q4 2021. 607 funds tracked by Wall St. Rank hold SONY as of Q1 2022.

  • Tyler-Stone Wealth Management reported no remaining Sony position as of Q1 2022 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 5,000 Sony shares in Q1 2022, an estimated $126K.
  • Tyler-Stone Wealth Management first reported a position in Sony in Q4 2021 and held it in 1 quarter.
  • Tyler-Stone Wealth Management's Sony position peaked at $126K in Q4 2021.
  • 607 funds tracked by Wall St. Rank held Sony as of Q1 2022.

Based on Tyler-Stone Wealth Management's 13F filing for Q1 2022, filed 12 May 2022.