Benjamin F. Edwards & Company’s Sonoco SON Stock Holding History

Benjamin F. Edwards & Company’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
2021 Q1	–	Sell	-53	Closed	-$3K	–	1733
2020 Q4	$3K	Hold	53	–	–	﹤0.01%	1498
2020 Q3	$3K	Hold	53	–	–	﹤0.01%	1541
2020 Q2	$3K	Hold	53	–	–	﹤0.01%	1542
2020 Q1	$2K	Hold	53	–	–	﹤0.01%	1613
2019 Q4	$3K	Hold	53	–	–	﹤0.01%	1737
2019 Q3	$3K	Hold	53	–	–	﹤0.01%	1706
2019 Q2	$3K	Hold	53	–	–	﹤0.01%	1765
2019 Q1	$3K	Hold	53	–	–	﹤0.01%	1578
2018 Q4	$3K	Sell	53 -1,272	-96%	-$69.8K	﹤0.01%	1566
2018 Q3	$74K	Hold	1,325	–	–	0.01%	760
2018 Q2	$70K	Hold	1,325	–	–	0.01%	766
2018 Q1	$64K	Hold	1,325	–	–	0.01%	789
2017 Q4	$70K	Hold	1,325	–	–	0.01%	733
2017 Q3	$67K	Buy	+1,325	New	+$65.3K	0.01%	698
2016 Q4	–	Sell	-19	Closed	-$1K	–	1266
2016 Q3	$1K	Buy	+19	New	+$980	﹤0.01%	1092
2015 Q2	–	Sell	-37	Closed	-$2K	–	1198
2015 Q1	$2K	Buy	+37	New	+$1.68K	﹤0.01%	1083

Other funds holding SON

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return