WealthPLAN Partners’s Sony SONY Stock Holding History

WealthPLAN 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
2023 Q3	–	Sell	-1,300	Closed	-$23.4K	–	1038
2023 Q2	$23.4K	Hold	1,300	–	–	﹤0.01%	644
2023 Q1	$23.6K	Buy	+1,300	New	+$22.5K	﹤0.01%	694

Other funds holding SONY

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

WealthPLAN Partners's SONY Position: Q3 2023 in Review

WealthPLAN Partners sold out of Sony (SONY) in Q3 2023, closing a stake of 1,300 shares — an estimated $23.4K sold.

WealthPLAN Partners first reported a position in SONY in Q1 2023 and held it in 2 quarters. The position peaked at $23.6K in Q1 2023. 614 funds tracked by Wall St. Rank hold SONY as of Q3 2023.

WealthPLAN Partners reported no remaining Sony position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 1,300 Sony shares in Q3 2023, an estimated $23.4K.
WealthPLAN Partners first reported a position in Sony in Q1 2023 and held it in 2 quarters.
WealthPLAN Partners's Sony position peaked at $23.6K in Q1 2023.
614 funds tracked by Wall St. Rank held Sony as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.