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Baldwin Wealth Partners’s Sonoco SON Stock Holding History

Baldwin Wealth 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
2024
Q4 		– Sell
-1,200
Closed -$65.6K – 889
2024
Q3 		$65.6K Sell
1,200
-20
-2% -$1.05K ﹤0.01% 493
2024
Q2 		$61.9K Buy
1,220
+20
+2% +$1.16K ﹤0.01% 318
2024
Q1 		$69.4K Hold
1,200
– – 0.01% 315
2023
Q4 		$67K Hold
1,200
– – 0.01% 336
2023
Q3 		$65.2K Hold
1,200
– – 0.01% 356
2023
Q2 		$70.8K Hold
1,200
– – 0.01% 368
2023
Q1 		$73.2K Hold
1,200
– – 0.01% 364
2022
Q4 		$72.9K Buy
+1,200
New +$72.1K 0.01% 355
2016
Q2 		– Sell
-2,825
Closed -$137K – 486
2016
Q1 		$137K Buy
+2,825
New +$120K 0.02% 213

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 $3.37T 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Baldwin Wealth Partners's SON Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Sonoco (SON) in Q4 2024, closing a stake of 1,200 shares — an estimated $65.6K sold.

Baldwin Wealth Partners first reported a position in SON in Q1 2016 and held it in 9 quarters. The position peaked at $137K in Q1 2016. 450 funds tracked by Wall St. Rank hold SON as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Sonoco position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 1,200 Sonoco shares in Q4 2024, an estimated $65.6K.
  • Baldwin Wealth Partners first reported a position in Sonoco in Q1 2016 and held it in 9 quarters.
  • Baldwin Wealth Partners's Sonoco position peaked at $137K in Q1 2016.
  • 450 funds tracked by Wall St. Rank held Sonoco as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.