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Widmann Financial Services’s Sony SONY Stock Holding History

Widmann Financial Services’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
-525
Closed -$13K – 393
2021
Q4 		$13K Buy
+525
New +$12.5K 0.01% 280

Other funds holding SONY

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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

Widmann Financial Services's SONY Position: Q1 2022 in Review

Widmann Financial Services sold out of Sony (SONY) in Q1 2022, closing a stake of 525 shares — an estimated $13K sold.

Widmann Financial Services first reported a position in SONY in Q4 2021 and held it in 1 quarter. The position peaked at $13K in Q4 2021. 607 funds tracked by Wall St. Rank hold SONY as of Q1 2022.

  • Widmann Financial Services reported no remaining Sony position as of Q1 2022 after selling out during the quarter.
  • Widmann Financial Services sold 525 Sony shares in Q1 2022, an estimated $13K.
  • Widmann Financial Services first reported a position in Sony in Q4 2021 and held it in 1 quarter.
  • Widmann Financial Services's Sony position peaked at $13K in Q4 2021.
  • 607 funds tracked by Wall St. Rank held Sony as of Q1 2022.

Based on Widmann Financial Services's 13F filing for Q1 2022, filed 4 May 2022.