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Center for Financial Planning’s Sonoco SON Stock Holding History

Center for Financial Planning’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
Q2 		– Sell
-225
Closed -$13K – 621
2024
Q1 		$13K Buy
+225
New +$12.8K ﹤0.01% 373

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 $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Center for Financial Planning's SON Position: Q2 2024 in Review

Center for Financial Planning sold out of Sonoco (SON) in Q2 2024, closing a stake of 225 shares — an estimated $13K sold.

Center for Financial Planning first reported a position in SON in Q1 2024 and held it in 1 quarter. The position peaked at $13K in Q1 2024. 475 funds tracked by Wall St. Rank hold SON as of Q2 2024.

  • Center for Financial Planning reported no remaining Sonoco position as of Q2 2024 after selling out during the quarter.
  • Center for Financial Planning sold 225 Sonoco shares in Q2 2024, an estimated $13K.
  • Center for Financial Planning first reported a position in Sonoco in Q1 2024 and held it in 1 quarter.
  • Center for Financial Planning's Sonoco position peaked at $13K in Q1 2024.
  • 475 funds tracked by Wall St. Rank held Sonoco as of Q2 2024.

Based on Center for Financial Planning's 13F filing for Q2 2024, filed 18 Jul 2024.