Cape Investment Advisory’s Sonoco SON Stock Holding History

Cape Investment Advisory’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
2024 Q1	–	Sell	-412	Closed	-$23K	–	1149
2023 Q4	$23K	Buy	+412	New	+$22.3K	0.01%	505

Other funds holding SON

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

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Cape Investment Advisory's SON Position: Q1 2024 in Review

Cape Investment Advisory sold out of Sonoco (SON) in Q1 2024, closing a stake of 412 shares — an estimated $23K sold.

Cape Investment Advisory first reported a position in SON in Q4 2023 and held it in 1 quarter. The position peaked at $23K in Q4 2023. 468 funds tracked by Wall St. Rank hold SON as of Q1 2024.

Cape Investment Advisory reported no remaining Sonoco position as of Q1 2024 after selling out during the quarter.
Cape Investment Advisory sold 412 Sonoco shares in Q1 2024, an estimated $23K.
Cape Investment Advisory first reported a position in Sonoco in Q4 2023 and held it in 1 quarter.
Cape Investment Advisory's Sonoco position peaked at $23K in Q4 2023.
468 funds tracked by Wall St. Rank held Sonoco as of Q1 2024.

Based on Cape Investment Advisory's 13F filing for Q1 2024, filed 21 Jun 2024.