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Confluence Wealth Services’s Sonoco SON Stock Holding History

Confluence Wealth Services’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
Q1 		– Sell
-1,726
Closed -$99K – 1018
2021
Q4 		$99K Buy
+1,726
New +$103K 0.03% 337

Other funds holding SON

BlackRock
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Confluence Wealth Services's SON Position: Q1 2022 in Review

Confluence Wealth Services sold out of Sonoco (SON) in Q1 2022, closing a stake of 1,726 shares — an estimated $99K sold.

Confluence Wealth Services first reported a position in SON in Q4 2021 and held it in 1 quarter. The position peaked at $99K in Q4 2021. 417 funds tracked by Wall St. Rank hold SON as of Q1 2022.

  • Confluence Wealth Services reported no remaining Sonoco position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 1,726 Sonoco shares in Q1 2022, an estimated $99K.
  • Confluence Wealth Services first reported a position in Sonoco in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Sonoco position peaked at $99K in Q4 2021.
  • 417 funds tracked by Wall St. Rank held Sonoco as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.