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Baker Avenue Asset Management’s Sonoco SON Stock Holding History

Baker Avenue Asset 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
Q4 		– Sell
-38
Closed -$2.06K – 1316
2023
Q3 		$2.06K Hold
38
– – ﹤0.01% 1127
2023
Q2 		$2.24K Hold
38
– – ﹤0.01% 972
2023
Q1 		$2.32K Hold
38
– – ﹤0.01% 963
2022
Q4 		$2.31K Buy
+38
New +$2.28K ﹤0.01% 909

Other funds holding SON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Baker Avenue Asset Management's SON Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of Sonoco (SON) in Q4 2023, closing a stake of 38 shares — an estimated $2.06K sold.

Baker Avenue Asset Management first reported a position in SON in Q4 2022 and held it in 4 quarters. The position peaked at $2.32K in Q1 2023. 462 funds tracked by Wall St. Rank hold SON as of Q4 2023.

  • Baker Avenue Asset Management reported no remaining Sonoco position as of Q4 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 38 Sonoco shares in Q4 2023, an estimated $2.06K.
  • Baker Avenue Asset Management first reported a position in Sonoco in Q4 2022 and held it in 4 quarters.
  • Baker Avenue Asset Management's Sonoco position peaked at $2.32K in Q1 2023.
  • 462 funds tracked by Wall St. Rank held Sonoco as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.