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	–	650
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 $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Certified Advisory Corp's SON Position: Q2 2021 in Review

Certified Advisory Corp sold out of Sonoco (SON) in Q2 2021, closing a stake of 379 shares — an estimated $24K sold.

Certified Advisory Corp first reported a position in SON in Q4 2017 and held it in 12 quarters. The position peaked at $24K in Q1 2021. 395 funds tracked by Wall St. Rank hold SON as of Q2 2021.

Certified Advisory Corp reported no remaining Sonoco position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 379 Sonoco shares in Q2 2021, an estimated $24K.
Certified Advisory Corp first reported a position in Sonoco in Q4 2017 and held it in 12 quarters.
Certified Advisory Corp's Sonoco position peaked at $24K in Q1 2021.
395 funds tracked by Wall St. Rank held Sonoco as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.