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Aptus Capital Advisors’s Sonoco SON Stock Holding History

Aptus Capital Advisors’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
2021
Q1 		– Sell
-10,200
Closed -$604K – 558
2020
Q4 		$604K Buy
10,200
+1,632
+19% +$91.7K 0.03% 229
2020
Q3 		$438K Sell
8,568
-204
-2% -$10.8K 0.02% 237
2020
Q2 		$459K Buy
8,772
+102
+1% +$5.05K 0.03% 206
2020
Q1 		$402K Buy
8,670
+612
+8% +$32.6K 0.03% 196
2019
Q4 		$497K Buy
8,058
+1,326
+20% +$78.4K 0.04% 267
2019
Q3 		$392K Sell
6,732
-1,734
-20% -$103K 0.02% 296
2019
Q2 		$553K Buy
8,466
+1,326
+19% +$83.7K 0.08% 206
2019
Q1 		$439K Buy
7,140
+3,060
+75% +$176K 0.08% 215
2018
Q4 		$216K Buy
+4,080
New +$224K 0.06% 153

Other funds holding SON

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Aptus Capital Advisors's SON Position: Q1 2021 in Review

Aptus Capital Advisors sold out of Sonoco (SON) in Q1 2021, closing a stake of 10,200 shares — an estimated $604K sold.

Aptus Capital Advisors first reported a position in SON in Q4 2018 and held it in 9 quarters. The position peaked at $604K in Q4 2020. 416 funds tracked by Wall St. Rank hold SON as of Q1 2021.

  • Aptus Capital Advisors reported no remaining Sonoco position as of Q1 2021 after selling out during the quarter.
  • Aptus Capital Advisors sold 10,200 Sonoco shares in Q1 2021, an estimated $604K.
  • Aptus Capital Advisors first reported a position in Sonoco in Q4 2018 and held it in 9 quarters.
  • Aptus Capital Advisors's Sonoco position peaked at $604K in Q4 2020.
  • 416 funds tracked by Wall St. Rank held Sonoco as of Q1 2021.

Based on Aptus Capital Advisors's 13F filing for Q1 2021, filed 6 May 2021.