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Wilbanks Smith & Thomas Asset Management’s Sony SONY Stock Holding History

Wilbanks Smith & Thomas 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
2024
Q1 		– Sell
-11,795
Closed -$223K – 543
2023
Q4 		$223K Sell
11,795
-5,015
-30% -$87K 0.01% 487
2023
Q3 		$277K Sell
16,810
-800
-5% -$14K 0.01% 421
2023
Q2 		$317K Sell
17,610
-2,930
-14% -$55K 0.01% 399
2023
Q1 		$372K Buy
20,540
+650
+3% +$11.3K 0.01% 362
2022
Q4 		$303K Sell
19,890
-1,520
-7% -$22.7K 0.01% 390
2022
Q3 		$274K Buy
21,410
+2,000
+10% +$32K 0.01% 382
2022
Q2 		$317K Sell
19,410
-35
-0.2% -$620 0.01% 371
2022
Q1 		$336K Buy
19,445
+45
+0.2% +$978 0.01% 373
2021
Q4 		$490K Sell
19,400
-130
-0.7% -$3.1K 0.02% 333
2021
Q3 		$432K Buy
19,530
+720
+4% +$15.1K 0.02% 331
2021
Q2 		$366K Buy
18,810
+5,000
+36% +$101K 0.01% 353
2021
Q1 		$293K Buy
+13,810
New +$292K 0.01% 370
2020
Q1 		– Sell
-17,675
Closed -$240K – 434
2019
Q4 		$240K Buy
17,675
+10
+0.1% +$125 0.01% 368
2019
Q3 		$209K Sell
17,665
-1,865
-10% -$21.1K 0.01% 393
2019
Q2 		$205K Buy
+19,530
New +$192K 0.01% 394
2018
Q4 		– Sell
-3,595
Closed -$44K – 1166
2018
Q3 		$44K Buy
+3,595
New +$39.6K ﹤0.01% 712
2015
Q1 		– Sell
-83,225
Closed -$341K – 321
2014
Q4 		$341K Sell
83,225
-35
-0% -$138 0.03% 219
2014
Q3 		$300K Buy
83,260
+8,400
+11% +$30.2K 0.03% 213
2014
Q2 		$251K Buy
74,860
+2,225
+3% +$7.69K 0.03% 249
2014
Q1 		$278K Buy
72,635
+9,600
+15% +$33.1K 0.03% 228
2013
Q4 		$218K Buy
+63,035
New +$233K 0.03% 260

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 $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's SONY Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management sold out of Sony (SONY) in Q1 2024, closing a stake of 11,795 shares — an estimated $223K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in SONY in Q4 2013 and held it in 21 quarters. The position peaked at $490K in Q4 2021. 652 funds tracked by Wall St. Rank hold SONY as of Q1 2024.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Sony position as of Q1 2024 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 11,795 Sony shares in Q1 2024, an estimated $223K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Sony in Q4 2013 and held it in 21 quarters.
  • Wilbanks Smith & Thomas Asset Management's Sony position peaked at $490K in Q4 2021.
  • 652 funds tracked by Wall St. Rank held Sony as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.