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Washington Trust Advisors’s Sony SONY Stock Holding History

Washington Trust 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
2026
Q1 		$9.48K Hold
458
– – ﹤0.01% 496
2025
Q4 		$11.7K Hold
458
– – ﹤0.01% 477
2025
Q3 		$13.2K Sell
458
-117
-20% -$3.15K ﹤0.01% 488
2025
Q2 		$15K Hold
575
– – ﹤0.01% 428
2025
Q1 		$14.6K Hold
575
– – ﹤0.01% 428
2024
Q4 		$12.2K Hold
575
– – ﹤0.01% 451
2024
Q3 		$11.1K Hold
575
– – ﹤0.01% 466
2024
Q2 		$9.77K Hold
575
– – ﹤0.01% 469
2024
Q1 		$9.86K Hold
575
– – ﹤0.01% 484
2023
Q4 		$10.9K Buy
+575
New +$9.97K ﹤0.01% 461
2023
Q2 		– Sell
-830
Closed -$15K – 759
2023
Q1 		$15K Hold
830
– – ﹤0.01% 453
2022
Q4 		$12.7K Hold
830
– – ﹤0.01% 473
2022
Q3 		$11K Buy
830
+5
+0.6% +$80 ﹤0.01% 592
2022
Q2 		$13K Buy
825
+5
+0.6% +$89 ﹤0.01% 598
2022
Q1 		$17K Buy
820
+15
+2% +$326 ﹤0.01% 629
2021
Q4 		$20K Buy
+805
New +$19.2K ﹤0.01% 629

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 $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B 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