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Avantax Planning Partners’s Sonoco SON Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-196
Closed -$11K – 1053
2018
Q3 		$11K Buy
+196
New +$10.9K ﹤0.01% 863
2018
Q2 		– Sell
-207
Closed -$10K – 1291
2018
Q1 		$10K Buy
+207
New +$10.5K ﹤0.01% 1063

Other funds holding SON

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Avantax Planning Partners's SON Position: Q4 2018 in Review

Avantax Planning Partners sold out of Sonoco (SON) in Q4 2018, closing a stake of 196 shares — an estimated $11K sold.

Avantax Planning Partners first reported a position in SON in Q1 2018 and held it in 2 quarters. The position peaked at $11K in Q3 2018. 416 funds tracked by Wall St. Rank hold SON as of Q4 2018.

  • Avantax Planning Partners reported no remaining Sonoco position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 196 Sonoco shares in Q4 2018, an estimated $11K.
  • Avantax Planning Partners first reported a position in Sonoco in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Sonoco position peaked at $11K in Q3 2018.
  • 416 funds tracked by Wall St. Rank held Sonoco as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.