CSWM
SON icon

Cassady Schiller Wealth Management’s Sonoco SON Stock Holding History

Cassady Schiller Wealth Management’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
Q4 		$293 Hold
6
– – ﹤0.01% 1045
2024
Q3 		$328 Hold
6
– – ﹤0.01% 452
2024
Q2 		$304 Hold
6
– – ﹤0.01% 459
2024
Q1 		$347 Buy
+6
New +$342 ﹤0.01% 486

Other funds holding SON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Cassady Schiller Wealth Management's SON Position: Q4 2024 in Review

Cassady Schiller Wealth Management held its Sonoco (SON) position steady in Q4 2024 at 6 shares worth $293. The position accounts for ﹤0.01% of the portfolio, ranked #1045.

Cassady Schiller Wealth Management first reported a position in SON in Q1 2024 and has held it in 4 quarters since. The position peaked at $347 in Q1 2024. 449 funds tracked by Wall St. Rank hold SON as of Q4 2024.

  • Cassady Schiller Wealth Management held 6 shares of Sonoco worth $293 as of Q4 2024.
  • Cassady Schiller Wealth Management left its Sonoco share count unchanged in Q4 2024.
  • Sonoco made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #1045 holding.
  • Cassady Schiller Wealth Management first reported a position in Sonoco in Q1 2024 and has held it in 4 quarters since.
  • Cassady Schiller Wealth Management's Sonoco position peaked at $347 in Q1 2024.
  • 449 funds tracked by Wall St. Rank held Sonoco as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.