WR Wealth Planners’s Sony SONY Stock Holding History

WR Wealth Planners’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 Q4	–	Sell	-165	Closed	-$3.19K	–	1179
2024 Q3	$3.19K	Hold	165	–	–	﹤0.01%	818
2024 Q2	$2.8K	Hold	165	–	–	﹤0.01%	818
2024 Q1	$2.83K	Buy	+165	New	+$3.03K	﹤0.01%	815

Other funds holding SONY

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WR Wealth Planners's SONY Position: Q4 2024 in Review

WR Wealth Planners sold out of Sony (SONY) in Q4 2024, closing a stake of 165 shares — an estimated $3.19K sold.

WR Wealth Planners first reported a position in SONY in Q1 2024 and held it in 3 quarters. The position peaked at $3.19K in Q3 2024. 720 funds tracked by Wall St. Rank hold SONY as of Q4 2024.

WR Wealth Planners reported no remaining Sony position as of Q4 2024 after selling out during the quarter.
WR Wealth Planners sold 165 Sony shares in Q4 2024, an estimated $3.19K.
WR Wealth Planners first reported a position in Sony in Q1 2024 and held it in 3 quarters.
WR Wealth Planners's Sony position peaked at $3.19K in Q3 2024.
720 funds tracked by Wall St. Rank held Sony as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.