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Wetzel Investment Advisors’s Sony SONY Stock Holding History

Wetzel Investment Advisors’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
2024
Q3 		– Sell
-260
Closed -$4.46K – 774
2024
Q2 		$4.46K Hold
260
– – ﹤0.01% 603
2024
Q1 		$4.26K Hold
260
– – ﹤0.01% 709
2023
Q4 		$5K Buy
+260
New +$4.51K ﹤0.01% 700

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wetzel Investment Advisors's SONY Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Sony (SONY) in Q3 2024, closing a stake of 260 shares — an estimated $4.46K sold.

Wetzel Investment Advisors first reported a position in SONY in Q4 2023 and held it in 3 quarters. The position peaked at $5K in Q4 2023. 658 funds tracked by Wall St. Rank hold SONY as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Sony position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 260 Sony shares in Q3 2024, an estimated $4.46K.
  • Wetzel Investment Advisors first reported a position in Sony in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Sony position peaked at $5K in Q4 2023.
  • 658 funds tracked by Wall St. Rank held Sony as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.