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Fortis Capital Advisors’s Sonoco SON Stock Holding History

Fortis Capital 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
Q2 		– Sell
-150
Closed -$9.15K – 537
2023
Q1 		$9.15K Hold
150
– – ﹤0.01% 467
2022
Q4 		$9.11K Buy
+150
New +$9.01K 0.01% 478

Other funds holding SON

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fortis Capital Advisors's SON Position: Q2 2023 in Review

Fortis Capital Advisors sold out of Sonoco (SON) in Q2 2023, closing a stake of 150 shares — an estimated $9.15K sold.

Fortis Capital Advisors first reported a position in SON in Q4 2022 and held it in 2 quarters. The position peaked at $9.15K in Q1 2023. 447 funds tracked by Wall St. Rank hold SON as of Q2 2023.

  • Fortis Capital Advisors reported no remaining Sonoco position as of Q2 2023 after selling out during the quarter.
  • Fortis Capital Advisors sold 150 Sonoco shares in Q2 2023, an estimated $9.15K.
  • Fortis Capital Advisors first reported a position in Sonoco in Q4 2022 and held it in 2 quarters.
  • Fortis Capital Advisors's Sonoco position peaked at $9.15K in Q1 2023.
  • 447 funds tracked by Wall St. Rank held Sonoco as of Q2 2023.

Based on Fortis Capital Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.