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Wealthspire Advisors (Maryland)’s Sony SONY Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		$223K Buy
+14,535
New +$226K 0.01% 426
2019
Q2 		– Sell
-13,695
Closed -$116K – 1780
2019
Q1 		$116K Sell
13,695
-855
-6% -$8K 0.01% 588
2018
Q4 		$140K Buy
14,550
+840
+6% +$8.89K 0.01% 504
2018
Q3 		$166K Sell
13,710
-190
-1% -$2.09K 0.01% 507
2018
Q2 		$143K Sell
13,900
-1,295
-9% -$12.6K 0.01% 571
2018
Q1 		$147K Buy
15,195
+7,100
+88% +$69.9K 0.01% 572
2017
Q4 		$73K Buy
8,095
+140
+2% +$1.2K 0.01% 849
2017
Q3 		$59K Buy
7,955
+220
+3% +$1.72K 0.01% 911
2017
Q2 		$59K Buy
7,735
+385
+5% +$2.73K 0.01% 889
2017
Q1 		$50K Buy
7,350
+1,500
+26% +$9.35K 0.01% 802
2016
Q4 		$33K Sell
5,850
-240
-4% -$1.46K ﹤0.01% 881
2016
Q3 		$40K Hold
6,090
– – 0.01% 839
2016
Q2 		$36K Buy
6,090
+755
+14% +$4.05K 0.01% 812
2016
Q1 		$27K Sell
5,335
-135
-2% -$619 ﹤0.01% 868
2015
Q4 		$27K Buy
+5,470
New +$29K 0.01% 886

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SONY Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) opened a new position in Sony (SONY) in Q3 2020: 14,535 shares worth $223K. The stake represents 0.01% of the portfolio and ranks #426 among its holdings. This is a return to the name: Wealthspire Advisors (Maryland) previously reported a position in SONY as recently as Q1 2019.

Wealthspire Advisors (Maryland) first reported a position in SONY in Q4 2015 and has held it in 15 quarters since. 459 funds tracked by Wall St. Rank hold SONY as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 14,535 shares of Sony worth $223K as of Q3 2020.
  • Sony was a new Wealthspire Advisors (Maryland) position in Q3 2020.
  • Sony made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #426 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Sony in Q4 2015 and has held it in 15 quarters since.
  • 459 funds tracked by Wall St. Rank held Sony as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.