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Weatherly Asset Management’s Sony SONY Stock Holding History

Weatherly Asset 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
2022
Q1 		– Sell
-9,110
Closed -$230K – 202
2021
Q4 		$230K Hold
9,110
– – 0.03% 186
2021
Q3 		$201K Buy
+9,110
New +$191K 0.02% 197

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
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Weatherly Asset Management's SONY Position: Q1 2022 in Review

Weatherly Asset Management sold out of Sony (SONY) in Q1 2022, closing a stake of 9,110 shares — an estimated $230K sold.

Weatherly Asset Management first reported a position in SONY in Q3 2021 and held it in 2 quarters. The position peaked at $230K in Q4 2021. 607 funds tracked by Wall St. Rank hold SONY as of Q1 2022.

  • Weatherly Asset Management reported no remaining Sony position as of Q1 2022 after selling out during the quarter.
  • Weatherly Asset Management sold 9,110 Sony shares in Q1 2022, an estimated $230K.
  • Weatherly Asset Management first reported a position in Sony in Q3 2021 and held it in 2 quarters.
  • Weatherly Asset Management's Sony position peaked at $230K in Q4 2021.
  • 607 funds tracked by Wall St. Rank held Sony as of Q1 2022.

Based on Weatherly Asset Management's 13F filing for Q1 2022, filed 6 May 2022.