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Cary Street Partners Investment Advisory’s Sonoco SON Stock Holding History

Cary Street Partners 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
2023
Q4 		– Sell
-114
Closed -$6.2K – 1643
2023
Q3 		$6.2K Buy
+114
New +$6.45K ﹤0.01% 1424
2020
Q4 		– Sell
-1,529
Closed -$78K – 788
2020
Q3 		$78K Buy
+1,529
New +$80.9K 0.02% 416

Other funds holding SON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cary Street Partners Investment Advisory's SON Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Sonoco (SON) in Q4 2023, closing a stake of 114 shares — an estimated $6.2K sold.

Cary Street Partners Investment Advisory first reported a position in SON in Q3 2020 and held it in 2 quarters. The position peaked at $78K in Q3 2020. 462 funds tracked by Wall St. Rank hold SON as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining Sonoco position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 114 Sonoco shares in Q4 2023, an estimated $6.2K.
  • Cary Street Partners Investment Advisory first reported a position in Sonoco in Q3 2020 and held it in 2 quarters.
  • Cary Street Partners Investment Advisory's Sonoco position peaked at $78K in Q3 2020.
  • 462 funds tracked by Wall St. Rank held Sonoco as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.