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Abich Financial Wealth Management’s Sonoco SON Stock Holding History

Abich Financial Wealth Management’s Portfolio SON Stock Details SON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$34.9K Sell
638
-351
-35% -$18.4K 0.08% 117
2024
Q2 		$50.2K Buy
+989
New +$57.1K 0.03% 161
2024
Q1 		– Sell
-584
Closed -$32.6K – 616
2023
Q4 		$32.6K Buy
+584
New +$31.7K 0.03% 143

Other funds holding SON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Abich Financial Wealth Management's SON Position: Q3 2024 in Review

Abich Financial Wealth Management reduced its Sonoco (SON) stake by 35% in Q3 2024, selling an estimated $18.4K and leaving 638 shares worth $34.9K. The position accounts for 0.08% of the portfolio, ranked #117.

Abich Financial Wealth Management first reported a position in SON in Q4 2023 and has held it in 3 quarters since. The position peaked at $50.2K in Q2 2024. 471 funds tracked by Wall St. Rank hold SON as of Q3 2024.

  • Abich Financial Wealth Management held 638 shares of Sonoco worth $34.9K as of Q3 2024.
  • Abich Financial Wealth Management sold 351 Sonoco shares in Q3 2024, an estimated $18.4K.
  • Sonoco made up 0.08% of Abich Financial Wealth Management's portfolio in Q3 2024, its #117 holding.
  • Abich Financial Wealth Management first reported a position in Sonoco in Q4 2023 and has held it in 3 quarters since.
  • Abich Financial Wealth Management's Sonoco position peaked at $50.2K in Q2 2024.
  • 471 funds tracked by Wall St. Rank held Sonoco as of Q3 2024.

Based on Abich Financial Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.