Certified Advisory Corp’s Sonoco SON Stock Holding History

Certified Advisory Corp’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 Q2	–	Sell	-379	Closed	-$24K	–	651
2021 Q1	$24K	Buy	+379	New	+$23.1K	0.01%	460
2020 Q2	$20K	Buy	374 +2	+0.5%	+$99	0.01%	442
2020 Q1	$17K	Buy	372 +1	+0.3%	+$53	0.01%	449
2019 Q4	$23K	Buy	371 +2	+0.5%	+$118	0.01%	459
2019 Q3	$21K	Buy	369 +2	+0.5%	+$119	0.01%	482
2019 Q2	$24K	Buy	367 +1	+0.3%	+$63	0.01%	451
2019 Q1	$23K	Buy	366 +109	+42%	+$6.27K	0.01%	424
2018 Q4	$14K	Hold	257	–	–	0.01%	493
2018 Q3	$14K	Buy	257 +1	+0.4%	+$56	0.01%	523
2018 Q2	$13K	Buy	256 +1	+0.4%	+$51	0.01%	508
2018 Q1	$12K	Buy	255 +1	+0.4%	+$51	0.01%	487
2017 Q4	$13K	Buy	+254	New	+$13.3K	0.01%	436

Other funds holding SON

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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