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CSat Investment Advisory’s Sonoco SON Stock Holding History

CSat Investment Advisory’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
2020
Q4 		– Sell
-382
Closed -$20K – 899
2020
Q3 		$20K Buy
382
+49
+15% +$2.59K ﹤0.01% 865
2020
Q2 		$17K Buy
333
+39
+13% +$1.93K ﹤0.01% 889
2020
Q1 		$14K Buy
294
+53
+22% +$2.83K ﹤0.01% 812
2019
Q4 		$15K Buy
241
+17
+8% +$1.01K ﹤0.01% 880
2019
Q3 		$13K Buy
224
+48
+27% +$2.86K ﹤0.01% 843
2019
Q2 		$11K Buy
+176
New +$11.1K ﹤0.01% 858

Other funds holding SON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

CSat Investment Advisory's SON Position: Q4 2020 in Review

CSat Investment Advisory sold out of Sonoco (SON) in Q4 2020, closing a stake of 382 shares — an estimated $20K sold.

CSat Investment Advisory first reported a position in SON in Q2 2019 and held it in 6 quarters. The position peaked at $20K in Q3 2020. 423 funds tracked by Wall St. Rank hold SON as of Q4 2020.

  • CSat Investment Advisory reported no remaining Sonoco position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 382 Sonoco shares in Q4 2020, an estimated $20K.
  • CSat Investment Advisory first reported a position in Sonoco in Q2 2019 and held it in 6 quarters.
  • CSat Investment Advisory's Sonoco position peaked at $20K in Q3 2020.
  • 423 funds tracked by Wall St. Rank held Sonoco as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.