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Avior Wealth Management’s Sonoco SON Stock Holding History

Avior 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
2025
Q1 		– Sell
-325
Closed -$15.9K – 2088
2024
Q4 		$15.9K Hold
325
– – ﹤0.01% 1474
2024
Q3 		$17.8K Hold
325
– – ﹤0.01% 1397
2024
Q2 		$16.5K Sell
325
-19
-6% -$1.1K ﹤0.01% 1387
2024
Q1 		$19.9K Buy
344
+33
+11% +$1.88K ﹤0.01% 1606
2023
Q4 		$17.4K Hold
311
– – ﹤0.01% 905
2023
Q3 		$16.9K Buy
311
+219
+238% +$12.4K ﹤0.01% 968
2023
Q2 		$5.43K Hold
92
– – ﹤0.01% 1146
2023
Q1 		$5.61K Buy
+92
New +$5.46K ﹤0.01% 1166
2021
Q1 		– Sell
-36
Closed -$2K – 1130
2020
Q4 		$2K Buy
+36
New +$2.02K ﹤0.01% 890

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Avior Wealth Management's SON Position: Q1 2025 in Review

Avior Wealth Management sold out of Sonoco (SON) in Q1 2025, closing a stake of 325 shares — an estimated $15.9K sold.

Avior Wealth Management first reported a position in SON in Q4 2020 and held it in 9 quarters. The position peaked at $19.9K in Q1 2024. 446 funds tracked by Wall St. Rank hold SON as of Q1 2025.

  • Avior Wealth Management reported no remaining Sonoco position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 325 Sonoco shares in Q1 2025, an estimated $15.9K.
  • Avior Wealth Management first reported a position in Sonoco in Q4 2020 and held it in 9 quarters.
  • Avior Wealth Management's Sonoco position peaked at $19.9K in Q1 2024.
  • 446 funds tracked by Wall St. Rank held Sonoco as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.