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Wipfli Financial Advisors’s Sony SONY Stock Holding History

Wipfli Financial 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
2022
Q3 		$492K Buy
+38,385
New +$615K 0.03% 223

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
ACM
Anomaly Capital Management New York $1.65B AUM 26.47% 1-Year Est. Return

Wipfli Financial Advisors's SONY Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Sony (SONY) in Q3 2022: 38,385 shares worth $492K. The stake represents 0.03% of the portfolio and ranks #223 among its holdings.

531 funds tracked by Wall St. Rank hold SONY as of Q3 2022.

  • Wipfli Financial Advisors held 38,385 shares of Sony worth $492K as of Q3 2022.
  • Sony was a new Wipfli Financial Advisors position in Q3 2022.
  • Sony made up 0.03% of Wipfli Financial Advisors's portfolio in Q3 2022, its #223 holding.
  • 531 funds tracked by Wall St. Rank held Sony as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.