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C.M. Bidwell & Associates’s Sonoco SON Stock Holding History

C.M. Bidwell & Associates’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
Q1 		– Sell
-2,860
Closed -$174K – 559
2022
Q4 		$174K Hold
2,860
– – 0.14% 136
2022
Q3 		$162K Buy
+2,860
New +$176K 0.13% 138
2019
Q3 		– Sell
-1,800
Closed -$118K – 477
2019
Q2 		$118K Buy
+1,800
New +$114K 0.12% 161
2019
Q1 		– Sell
-2,120
Closed -$113K – 466
2018
Q4 		$113K Buy
+2,120
New +$116K 0.12% 167

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
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
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

C.M. Bidwell & Associates's SON Position: Q1 2023 in Review

C.M. Bidwell & Associates sold out of Sonoco (SON) in Q1 2023, closing a stake of 2,860 shares — an estimated $174K sold.

C.M. Bidwell & Associates first reported a position in SON in Q4 2018 and held it in 4 quarters. The position peaked at $174K in Q4 2022. 432 funds tracked by Wall St. Rank hold SON as of Q1 2023.

  • C.M. Bidwell & Associates reported no remaining Sonoco position as of Q1 2023 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 2,860 Sonoco shares in Q1 2023, an estimated $174K.
  • C.M. Bidwell & Associates first reported a position in Sonoco in Q4 2018 and held it in 4 quarters.
  • C.M. Bidwell & Associates's Sonoco position peaked at $174K in Q4 2022.
  • 432 funds tracked by Wall St. Rank held Sonoco as of Q1 2023.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2023, filed 12 May 2023.