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Wealthcare Capital Management’s Sony SONY Stock Holding History

Wealthcare Capital 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
2020
Q1 		– Sell
-505
Closed -$7K – 580
2019
Q4 		$7K Buy
+505
New +$6.3K ﹤0.01% 219
2015
Q2 		– Sell
-325
Closed -$2K – 795
2015
Q1 		$2K Buy
+325
New +$1.64K ﹤0.01% 827

Other funds holding SONY

Primecap Management
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Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
MNG
Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Wealthcare Capital Management's SONY Position: Q1 2020 in Review

Wealthcare Capital Management sold out of Sony (SONY) in Q1 2020, closing a stake of 505 shares — an estimated $7K sold.

Wealthcare Capital Management first reported a position in SONY in Q1 2015 and held it in 2 quarters. The position peaked at $7K in Q4 2019. 418 funds tracked by Wall St. Rank hold SONY as of Q1 2020.

  • Wealthcare Capital Management reported no remaining Sony position as of Q1 2020 after selling out during the quarter.
  • Wealthcare Capital Management sold 505 Sony shares in Q1 2020, an estimated $7K.
  • Wealthcare Capital Management first reported a position in Sony in Q1 2015 and held it in 2 quarters.
  • Wealthcare Capital Management's Sony position peaked at $7K in Q4 2019.
  • 418 funds tracked by Wall St. Rank held Sony as of Q1 2020.

Based on Wealthcare Capital Management's 13F filing for Q1 2020, filed 29 Apr 2020.