BPA
SON icon

Beacon Pointe Advisors’s Sonoco SON Stock Holding History

Beacon Pointe Advisors’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
Q3 		– Sell
-4,003
Closed -$236K – 1355
2023
Q2 		$236K Sell
4,003
-16
-0.4% -$963 ﹤0.01% 961
2023
Q1 		$245K Buy
4,019
+92
+2% +$5.46K ﹤0.01% 1001
2022
Q4 		$238K Sell
3,927
-920
-19% -$55.3K ﹤0.01% 942
2022
Q3 		$273K Sell
4,847
-2,471
-34% -$152K 0.01% 829
2022
Q2 		$416K Buy
7,318
+29
+0.4% +$1.72K 0.01% 709
2022
Q1 		$456K Buy
7,289
+247
+4% +$14.3K 0.01% 827
2021
Q4 		$408K Sell
7,042
-181
-3% -$10.8K 0.01% 627
2021
Q3 		$430K Buy
7,223
+838
+13% +$53.6K 0.01% 583
2021
Q2 		$427K Buy
+6,385
New +$424K 0.02% 536

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
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Beacon Pointe Advisors's SON Position: Q3 2023 in Review

Beacon Pointe Advisors sold out of Sonoco (SON) in Q3 2023, closing a stake of 4,003 shares — an estimated $236K sold.

Beacon Pointe Advisors first reported a position in SON in Q2 2021 and held it in 9 quarters. The position peaked at $456K in Q1 2022. 446 funds tracked by Wall St. Rank hold SON as of Q3 2023.

  • Beacon Pointe Advisors reported no remaining Sonoco position as of Q3 2023 after selling out during the quarter.
  • Beacon Pointe Advisors sold 4,003 Sonoco shares in Q3 2023, an estimated $236K.
  • Beacon Pointe Advisors first reported a position in Sonoco in Q2 2021 and held it in 9 quarters.
  • Beacon Pointe Advisors's Sonoco position peaked at $456K in Q1 2022.
  • 446 funds tracked by Wall St. Rank held Sonoco as of Q3 2023.

Based on Beacon Pointe Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.