CIAS
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Capital Investment Advisory Services’s Sonoco SON Stock Holding History

Capital Investment 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
2019
Q4 		– Sell
-403
Closed -$23K – 1145
2019
Q3 		$23K Hold
403
– – 0.01% 779
2019
Q2 		$24K Hold
403
– – 0.01% 734
2019
Q1 		$25K Hold
403
– – 0.01% 635
2018
Q4 		$21K Buy
+403
New +$22.1K 0.01% 631

Other funds holding SON

BlackRock
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Capital Investment Advisory Services's SON Position: Q4 2019 in Review

Capital Investment Advisory Services sold out of Sonoco (SON) in Q4 2019, closing a stake of 403 shares — an estimated $23K sold.

Capital Investment Advisory Services first reported a position in SON in Q4 2018 and held it in 4 quarters. The position peaked at $25K in Q1 2019. 421 funds tracked by Wall St. Rank hold SON as of Q4 2019.

  • Capital Investment Advisory Services reported no remaining Sonoco position as of Q4 2019 after selling out during the quarter.
  • Capital Investment Advisory Services sold 403 Sonoco shares in Q4 2019, an estimated $23K.
  • Capital Investment Advisory Services first reported a position in Sonoco in Q4 2018 and held it in 4 quarters.
  • Capital Investment Advisory Services's Sonoco position peaked at $25K in Q1 2019.
  • 421 funds tracked by Wall St. Rank held Sonoco as of Q4 2019.

Based on Capital Investment Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.