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Capital Asset Advisory Services’s Sonoco SON Stock Holding History

Capital Asset Advisory Services’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
-67
Closed -$4K – 1378
2020
Q4 		$4K Buy
+67
New +$3.77K ﹤0.01% 1345

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Royal Bank of Canada
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Bank of America
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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

Capital Asset Advisory Services's SON Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of Sonoco (SON) in Q1 2021, closing a stake of 67 shares — an estimated $4K sold.

Capital Asset Advisory Services first reported a position in SON in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 416 funds tracked by Wall St. Rank hold SON as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining Sonoco position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 67 Sonoco shares in Q1 2021, an estimated $4K.
  • Capital Asset Advisory Services first reported a position in Sonoco in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's Sonoco position peaked at $4K in Q4 2020.
  • 416 funds tracked by Wall St. Rank held Sonoco as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.