Financial Gravity Asset Management’s Sonoco SON Stock Holding History

Financial Gravity Asset Management’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
2019 Q4	$4K	Sell	61 -43	-41%	-$2.54K	﹤0.01%	1295
2019 Q3	$6K	Buy	104 +43	+70%	+$2.56K	0.01%	674
2019 Q2	$4K	Sell	61 -27	-31%	-$1.71K	﹤0.01%	749
2019 Q1	$5K	Buy	+88	New	+$5.06K	﹤0.01%	702
2018 Q3	$245K	Buy	4,612 +372	+9%	+$20.7K	0.26%	86
2018 Q2	$235K	Buy	4,240 +279	+7%	+$14.3K	0.22%	90
2018 Q1	$203K	Buy	+3,961	New	+$201K	0.21%	92

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

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

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

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

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

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

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

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

Financial Gravity Asset Management's SON Position: Q4 2019 in Review

Financial Gravity Asset Management reduced its Sonoco (SON) stake by 41% in Q4 2019, selling an estimated $2.54K and leaving 61 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1295.

Financial Gravity Asset Management first reported a position in SON in Q1 2018 and has held it in 7 quarters since. The position peaked at $245K in Q3 2018. 422 funds tracked by Wall St. Rank hold SON as of Q4 2019.

Financial Gravity Asset Management held 61 shares of Sonoco worth $4K as of Q4 2019.
Financial Gravity Asset Management sold 43 Sonoco shares in Q4 2019, an estimated $2.54K.
Sonoco made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q4 2019, its #1295 holding.
Financial Gravity Asset Management first reported a position in Sonoco in Q1 2018 and has held it in 7 quarters since.
Financial Gravity Asset Management's Sonoco position peaked at $245K in Q3 2018.
422 funds tracked by Wall St. Rank held Sonoco as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.