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First Affirmative Financial Network’s Sonoco SON Stock Holding History

First Affirmative Financial Network’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
2024
Q4 		– Sell
-3,974
Closed -$217K – 294
2024
Q3 		$217K Sell
3,974
-306
-7% -$16K 0.12% 237
2024
Q2 		$217K Sell
4,280
-28
-0.6% -$1.62K 0.15% 209
2024
Q1 		$249K Sell
4,308
-90
-2% -$5.14K 0.18% 184
2023
Q4 		$246K Buy
4,398
+164
+4% +$8.89K 0.2% 175
2023
Q3 		$230K Buy
4,234
+12
+0.3% +$679 0.23% 158
2023
Q2 		$249K Buy
4,222
+170
+4% +$10.2K 0.25% 133
2023
Q1 		$247K Buy
4,052
+137
+3% +$8.13K 0.29% 109
2022
Q4 		$238K Sell
3,915
-107
-3% -$6.43K 0.29% 114
2022
Q3 		$228K Sell
4,022
-119
-3% -$7.32K 0.29% 105
2022
Q2 		$236K Sell
4,141
-221
-5% -$13.1K 0.27% 113
2022
Q1 		$273K Buy
4,362
+141
+3% +$8.16K 0.26% 118
2021
Q4 		$244K Buy
4,221
+235
+6% +$14K 0.22% 132
2021
Q3 		$238K Buy
+3,986
New +$255K 0.25% 127

Other funds holding SON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.08B AUM 30.49% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return