WealthShield Partners’s Sony SONY Stock Holding History

WealthShield 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 Q3	–	Sell	-1,910	Closed	-$37K	–	664
2021 Q2	$37K	Buy	1,910 +125	+7%	+$2.53K	0.01%	537
2021 Q1	$38K	Buy	+1,785	New	+$37.7K	0.01%	512

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

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

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

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

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

WealthShield Partners's SONY Position: Q3 2021 in Review

WealthShield Partners sold out of Sony (SONY) in Q3 2021, closing a stake of 1,910 shares — an estimated $37K sold.

WealthShield Partners first reported a position in SONY in Q1 2021 and held it in 2 quarters. The position peaked at $38K in Q1 2021. 568 funds tracked by Wall St. Rank hold SONY as of Q3 2021.

WealthShield Partners reported no remaining Sony position as of Q3 2021 after selling out during the quarter.
WealthShield Partners sold 1,910 Sony shares in Q3 2021, an estimated $37K.
WealthShield Partners first reported a position in Sony in Q1 2021 and held it in 2 quarters.
WealthShield Partners's Sony position peaked at $38K in Q1 2021.
568 funds tracked by Wall St. Rank held Sony as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.