Avantax Advisory Services’s Sonoco SON Stock Holding History

Avantax Advisory Services’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
2025 Q2	$333K	Sell	7,637 -2,287	-23%	-$102K	﹤0.01%	1834
2025 Q1	$469K	Buy	9,924 +767	+8%	+$36.3K	﹤0.01%	1543
2024 Q4	$447K	Sell	9,157 -1,699	-16%	-$87.7K	﹤0.01%	1519
2024 Q3	$593K	Buy	10,856 +387	+4%	+$20.2K	﹤0.01%	1305
2024 Q2	$531K	Buy	+10,469	New	+$605K	﹤0.01%	1329
2023 Q3	–	Sell	-4,213	Closed	-$249K	–	1615
2023 Q2	$249K	Buy	+4,213	New	+$254K	﹤0.01%	1284
2022 Q2	–	Sell	-4,218	Closed	-$263K	–	1387
2022 Q1	$263K	Buy	4,218 +2	+0%	+$116	﹤0.01%	1066
2021 Q4	$244K	Sell	4,216 -242	-5%	-$14.5K	﹤0.01%	1076
2021 Q3	$267K	Sell	4,458 -250	-5%	-$16K	﹤0.01%	976
2021 Q2	$317K	Buy	4,708 +255	+6%	+$16.9K	0.01%	881
2021 Q1	$280K	Sell	4,453 -247	-5%	-$15.1K	0.01%	835
2020 Q4	$281K	Sell	4,700 -3,717	-44%	-$209K	0.01%	752
2020 Q3	$430K	Buy	8,417 +355	+4%	+$18.8K	0.01%	854
2020 Q2	$420K	Hold	8,062	–	–	0.01%	528
2020 Q1	$373K	Buy	8,062 +3,974	+97%	+$212K	0.01%	511
2019 Q4	$252K	Buy	4,088 +178	+5%	+$10.5K	0.01%	694
2019 Q3	$228K	Sell	3,910 -1,256	-24%	-$74.8K	0.01%	503
2019 Q2	$338K	Buy	+5,166	New	+$326K	0.01%	373

Other funds holding SON

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

CCPM

Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avantax Advisory Services's SON Position: Q2 2025 in Review

Avantax Advisory Services reduced its Sonoco (SON) stake by 23% in Q2 2025, selling an estimated $102K and leaving 7,637 shares worth $333K. The position accounts for ﹤0.01% of the portfolio, ranked #1834.

Avantax Advisory Services first reported a position in SON in Q2 2019 and has held it in 18 quarters since. The position peaked at $593K in Q3 2024. 452 funds tracked by Wall St. Rank hold SON as of Q2 2025.

Avantax Advisory Services held 7,637 shares of Sonoco worth $333K as of Q2 2025.
Avantax Advisory Services sold 2,287 Sonoco shares in Q2 2025, an estimated $102K.
Sonoco made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1834 holding.
Avantax Advisory Services first reported a position in Sonoco in Q2 2019 and has held it in 18 quarters since.
Avantax Advisory Services's Sonoco position peaked at $593K in Q3 2024.
452 funds tracked by Wall St. Rank held Sonoco as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.