BerganKDV Wealth Management’s Sonoco SON Stock Holding History

BerganKDV Wealth 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	$1.59K	Hold	27	–	–	﹤0.01%	711
2023 Q1	$1.65K	Hold	27	–	–	﹤0.01%	850
2022 Q4	$1.64K	Hold	27	–	–	﹤0.01%	824
2022 Q3	$2K	Hold	27	–	–	﹤0.01%	834
2022 Q2	$2K	Hold	27	–	–	﹤0.01%	852
2022 Q1	$2K	Hold	27	–	–	﹤0.01%	875
2021 Q4	$2K	Hold	27	–	–	﹤0.01%	934
2021 Q3	$2K	Hold	27	–	–	﹤0.01%	907
2021 Q2	$2K	Hold	27	–	–	﹤0.01%	847
2021 Q1	$2K	Hold	27	–	–	﹤0.01%	807
2020 Q4	$2K	Hold	27	–	–	﹤0.01%	804
2020 Q3	$1K	Hold	27	–	–	﹤0.01%	863
2020 Q2	$1K	Buy	+27	New	+$1.34K	﹤0.01%	900

Other funds holding SON

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BerganKDV Wealth Management's SON Position: Q2 2023 in Review

BerganKDV Wealth Management held its Sonoco (SON) position steady in Q2 2023 at 27 shares worth $1.59K. The position accounts for ﹤0.01% of the portfolio, ranked #711.

BerganKDV Wealth Management first reported a position in SON in Q2 2020 and has held it in 13 quarters since. The position peaked at $2K in Q3 2022. 447 funds tracked by Wall St. Rank hold SON as of Q2 2023.

BerganKDV Wealth Management held 27 shares of Sonoco worth $1.59K as of Q2 2023.
BerganKDV Wealth Management left its Sonoco share count unchanged in Q2 2023.
Sonoco made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #711 holding.
BerganKDV Wealth Management first reported a position in Sonoco in Q2 2020 and has held it in 13 quarters since.
BerganKDV Wealth Management's Sonoco position peaked at $2K in Q3 2022.
447 funds tracked by Wall St. Rank held Sonoco as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.