Accurate Wealth Management’s Sonoco SON Stock Holding History

Accurate 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
2023 Q1	–	Sell	-401	Closed	-$24K	–	1243
2022 Q4	$24K	Buy	+401	New	+$24.1K	0.01%	629

Other funds holding SON

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Accurate Wealth Management's SON Position: Q1 2023 in Review

Accurate Wealth Management sold out of Sonoco (SON) in Q1 2023, closing a stake of 401 shares — an estimated $24K sold.

Accurate Wealth Management first reported a position in SON in Q4 2022 and held it in 1 quarter. The position peaked at $24K in Q4 2022. 432 funds tracked by Wall St. Rank hold SON as of Q1 2023.

Accurate Wealth Management reported no remaining Sonoco position as of Q1 2023 after selling out during the quarter.
Accurate Wealth Management sold 401 Sonoco shares in Q1 2023, an estimated $24K.
Accurate Wealth Management first reported a position in Sonoco in Q4 2022 and held it in 1 quarter.
Accurate Wealth Management's Sonoco position peaked at $24K in Q4 2022.
432 funds tracked by Wall St. Rank held Sonoco as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.