WealthStone’s Sony SONY Stock Holding History

WealthStone’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 Q1	$636K	Buy	30,005 +1,700	+6%	+$35.9K	0.22%	71
2020 Q4	$572K	Sell	28,305 -140	-0.5%	-$2.44K	0.2%	69
2020 Q3	$437K	Buy	+28,445	New	+$442K	0.2%	72
2019 Q3	–	Sell	-770	Closed	-$8.07K	–	521
2019 Q2	$8.07K	Sell	770 -15	-2%	-$147	﹤0.01%	274
2019 Q1	$7K	Buy	+785	New	+$7.35K	0.25%	18

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

WealthStone's SONY Position: Q1 2021 in Review

WealthStone increased its Sony (SONY) stake by 6% in Q1 2021, buying an estimated $35.9K and bringing the position to 30,005 shares worth $636K. The position accounts for 0.22% of the portfolio, ranked #71.

WealthStone first reported a position in SONY in Q1 2019 and has held it in 5 quarters since. 546 funds tracked by Wall St. Rank hold SONY as of Q1 2021.

WealthStone held 30,005 shares of Sony worth $636K as of Q1 2021.
WealthStone bought 1,700 Sony shares in Q1 2021, an estimated $35.9K.
Sony made up 0.22% of WealthStone's portfolio in Q1 2021, its #71 holding.
WealthStone first reported a position in Sony in Q1 2019 and has held it in 5 quarters since.
546 funds tracked by Wall St. Rank held Sony as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.