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Whitaker-Myers Wealth Managers’s Sony SONY Stock Holding History

Whitaker-Myers Wealth Managers’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
2025
Q1 		– Sell
-14,488
Closed -$307K – 132
2024
Q4 		$307K Buy
+14,488
New +$282K 0.09% 90

Other funds holding SONY

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Whitaker-Myers Wealth Managers's SONY Position: Q1 2025 in Review

Whitaker-Myers Wealth Managers sold out of Sony (SONY) in Q1 2025, closing a stake of 14,488 shares — an estimated $307K sold.

Whitaker-Myers Wealth Managers first reported a position in SONY in Q4 2024 and held it in 1 quarter. The position peaked at $307K in Q4 2024. 747 funds tracked by Wall St. Rank hold SONY as of Q1 2025.

  • Whitaker-Myers Wealth Managers reported no remaining Sony position as of Q1 2025 after selling out during the quarter.
  • Whitaker-Myers Wealth Managers sold 14,488 Sony shares in Q1 2025, an estimated $307K.
  • Whitaker-Myers Wealth Managers first reported a position in Sony in Q4 2024 and held it in 1 quarter.
  • Whitaker-Myers Wealth Managers's Sony position peaked at $307K in Q4 2024.
  • 747 funds tracked by Wall St. Rank held Sony as of Q1 2025.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q1 2025, filed 14 Apr 2025.