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Wealth Advisory Solutions’s Sony SONY Stock Holding History

Wealth Advisory Solutions’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
2021
Q3 		– Sell
-158,200
Closed -$3.08M – 188
2021
Q2 		$3.08M Hold
158,200
– – 0.73% 46
2021
Q1 		$3K Sell
158,200
-216,190
-58% -$4.57M ﹤0.01% 101
2020
Q4 		$7.57M Buy
374,390
+13,910
+4% +$242K 2.05% 12
2020
Q3 		$5.53M Sell
360,480
-60,510
-14% -$941K 1.47% 17
2020
Q2 		$5.82M Sell
420,990
-6,250
-1% -$81.2K 1.62% 14
2020
Q1 		$5.06M Sell
427,240
-28,060
-6% -$368K 1.72% 14
2019
Q4 		$6.19M Buy
+455,300
New +$5.68M 1.63% 10

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Wealth Advisory Solutions's SONY Position: Q3 2021 in Review

Wealth Advisory Solutions sold out of Sony (SONY) in Q3 2021, closing a stake of 158,200 shares — an estimated $3.08M sold.

Wealth Advisory Solutions first reported a position in SONY in Q4 2019 and held it in 7 quarters. The position peaked at $7.57M in Q4 2020. 568 funds tracked by Wall St. Rank hold SONY as of Q3 2021.

  • Wealth Advisory Solutions reported no remaining Sony position as of Q3 2021 after selling out during the quarter.
  • Wealth Advisory Solutions sold 158,200 Sony shares in Q3 2021, an estimated $3.08M.
  • Wealth Advisory Solutions first reported a position in Sony in Q4 2019 and held it in 7 quarters.
  • Wealth Advisory Solutions's Sony position peaked at $7.57M in Q4 2020.
  • 568 funds tracked by Wall St. Rank held Sony as of Q3 2021.

Based on Wealth Advisory Solutions's 13F filing for Q3 2021, filed 3 Nov 2021.