Wealthcare Advisory Partners’s Sony SONY Stock Holding History

Wealthcare Advisory Partners’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 Q2	–	Sell	-525	Closed	-$11K	–	1678
2021 Q1	$11K	Buy	+525	New	+$11.1K	﹤0.01%	1431
2020 Q2	–	Sell	-335	Closed	-$4K	–	1194
2020 Q1	$4K	Sell	335 -1,025	-75%	-$13.4K	﹤0.01%	1183
2019 Q4	$18K	Hold	1,360	–	–	﹤0.01%	793
2019 Q3	$16K	Hold	1,360	–	–	﹤0.01%	809
2019 Q2	$14K	Hold	1,360	–	–	﹤0.01%	827
2019 Q1	$11K	Hold	1,360	–	–	﹤0.01%	796
2018 Q4	$13K	Hold	1,360	–	–	﹤0.01%	734
2018 Q3	$16K	Hold	1,360	–	–	﹤0.01%	741
2018 Q2	$14K	Hold	1,360	–	–	﹤0.01%	754
2018 Q1	$13K	Hold	1,360	–	–	﹤0.01%	677
2017 Q4	$12K	Hold	1,360	–	–	﹤0.01%	639
2017 Q3	$10K	Buy	+1,360	New	+$10.7K	﹤0.01%	550

Other funds holding SONY

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Wealthcare Advisory Partners's SONY Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Sony (SONY) in Q2 2021, closing a stake of 525 shares — an estimated $11K sold.

Wealthcare Advisory Partners first reported a position in SONY in Q3 2017 and held it in 12 quarters. The position peaked at $18K in Q4 2019. 548 funds tracked by Wall St. Rank hold SONY as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Sony position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 525 Sony shares in Q2 2021, an estimated $11K.
Wealthcare Advisory Partners first reported a position in Sony in Q3 2017 and held it in 12 quarters.
Wealthcare Advisory Partners's Sony position peaked at $18K in Q4 2019.
548 funds tracked by Wall St. Rank held Sony as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.