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Belpointe Asset Management’s Sonoco SON Stock Holding History

Belpointe 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
Q2 		– Sell
-907
Closed -$55.3K – 2963
2023
Q1 		$55.3K Buy
907
+162
+22% +$9.61K ﹤0.01% 1641
2022
Q4 		$45.2K Buy
+745
New +$44.8K ﹤0.01% 1671

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 $3.38T AUM 44.17% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Belpointe Asset Management's SON Position: Q2 2023 in Review

Belpointe Asset Management sold out of Sonoco (SON) in Q2 2023, closing a stake of 907 shares — an estimated $55.3K sold.

Belpointe Asset Management first reported a position in SON in Q4 2022 and held it in 2 quarters. The position peaked at $55.3K in Q1 2023. 447 funds tracked by Wall St. Rank hold SON as of Q2 2023.

  • Belpointe Asset Management reported no remaining Sonoco position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 907 Sonoco shares in Q2 2023, an estimated $55.3K.
  • Belpointe Asset Management first reported a position in Sonoco in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Sonoco position peaked at $55.3K in Q1 2023.
  • 447 funds tracked by Wall St. Rank held Sonoco as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.