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Concord Wealth Partners’s Sonoco SON Stock Holding History

Concord Wealth Partners’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
2022
Q3 		– Sell
-1,040
Closed -$59K – 992
2022
Q2 		$59K Sell
1,040
-157
-13% -$9.34K 0.02% 341
2022
Q1 		$75K Hold
1,197
– – 0.02% 354
2021
Q4 		$69K Buy
1,197
+597
+100% +$35.7K 0.02% 388
2021
Q3 		$36K Sell
600
-482
-45% -$30.8K 0.01% 275
2021
Q2 		$72K Hold
1,082
– – 0.02% 288
2021
Q1 		$68K Buy
1,082
+482
+80% +$29.4K 0.02% 283
2020
Q4 		$36K Buy
+600
New +$33.7K 0.03% 243

Other funds holding SON

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Concord Wealth Partners's SON Position: Q3 2022 in Review

Concord Wealth Partners sold out of Sonoco (SON) in Q3 2022, closing a stake of 1,040 shares — an estimated $59K sold.

Concord Wealth Partners first reported a position in SON in Q4 2020 and held it in 7 quarters. The position peaked at $75K in Q1 2022. 432 funds tracked by Wall St. Rank hold SON as of Q3 2022.

  • Concord Wealth Partners reported no remaining Sonoco position as of Q3 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 1,040 Sonoco shares in Q3 2022, an estimated $59K.
  • Concord Wealth Partners first reported a position in Sonoco in Q4 2020 and held it in 7 quarters.
  • Concord Wealth Partners's Sonoco position peaked at $75K in Q1 2022.
  • 432 funds tracked by Wall St. Rank held Sonoco as of Q3 2022.

Based on Concord Wealth Partners's 13F filing for Q3 2022, filed 10 Nov 2022.