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Delos Wealth Advisors’s Sonoco SON Stock Holding History

Delos Wealth Advisors’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
2023
Q4 		– Sell
-86
Closed -$4.94K – 379
2023
Q3 		$4.94K Hold
86
– – 0.01% 158
2023
Q2 		$5.08K Hold
86
– – 0.01% 157
2023
Q1 		$5.25K Hold
86
– – 0.01% 156
2022
Q4 		$5.22K Hold
86
– – 0.01% 175
2022
Q3 		$5K Hold
86
– – 0.01% 174
2022
Q2 		$5K Hold
86
– – 0.01% 175
2022
Q1 		$5K Hold
86
– – ﹤0.01% 196
2021
Q4 		$5K Buy
+86
New +$5.14K ﹤0.01% 317

Other funds holding SON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Delos Wealth Advisors's SON Position: Q4 2023 in Review

Delos Wealth Advisors sold out of Sonoco (SON) in Q4 2023, closing a stake of 86 shares — an estimated $4.94K sold.

Delos Wealth Advisors first reported a position in SON in Q4 2021 and held it in 8 quarters. The position peaked at $5.25K in Q1 2023. 462 funds tracked by Wall St. Rank hold SON as of Q4 2023.

  • Delos Wealth Advisors reported no remaining Sonoco position as of Q4 2023 after selling out during the quarter.
  • Delos Wealth Advisors sold 86 Sonoco shares in Q4 2023, an estimated $4.94K.
  • Delos Wealth Advisors first reported a position in Sonoco in Q4 2021 and held it in 8 quarters.
  • Delos Wealth Advisors's Sonoco position peaked at $5.25K in Q1 2023.
  • 462 funds tracked by Wall St. Rank held Sonoco as of Q4 2023.

Based on Delos Wealth Advisors's 13F filing for Q4 2023, filed 7 Feb 2024.