FVWA
SON icon

Foster Victor Wealth Advisors’s Sonoco SON Stock Holding History

Foster Victor 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
2026
Q1 		$1.12M Sell
20,403
-100
-0.5% -$5.15K 0.06% 123
2025
Q4 		$999K Sell
20,503
-775
-4% -$32.1K 0.06% 127
2025
Q3 		$922K Buy
21,278
+128
+0.6% +$5.91K 0.06% 122
2025
Q2 		$990K Buy
21,150
+15
+0.1% +$671 0.07% 116
2025
Q1 		$917K Buy
21,135
+15
+0.1% +$709 0.07% 113
2024
Q4 		$1.01M Buy
21,120
+14
+0.1% +$723 0.08% 112
2024
Q3 		$1.13M Buy
21,106
+12
+0.1% +$628 0.09% 109
2024
Q2 		$1.08M Buy
21,094
+12
+0.1% +$693 0.09% 110
2024
Q1 		$1.21M Buy
21,082
+11
+0.1% +$628 0.11% 95
2023
Q4 		$1.22M Sell
21,071
-659
-3% -$35.7K 0.13% 96
2023
Q3 		$1.16M Buy
21,730
+18
+0.1% +$1.02K 0.14% 89
2023
Q2 		$1.24M Buy
21,712
+16
+0.1% +$963 0.14% 90
2023
Q1 		$1.29M Buy
21,696
+235
+1% +$13.9K 0.16% 88
2022
Q4 		$1.29M Buy
21,461
+15
+0.1% +$901 0.16% 83
2022
Q3 		$1.27M Sell
21,446
-46
-0.2% -$2.83K 0.19% 78
2022
Q2 		$1.24M Buy
21,492
+72
+0.3% +$4.28K 0.18% 79
2022
Q1 		$1.35M Hold
21,420
– – 0.18% 81
2021
Q4 		$1.25M Hold
21,420
– – 0.17% 90
2021
Q3 		$1.28M Hold
21,420
– – 0.2% 86
2021
Q2 		$1.43M Hold
21,420
– – 0.24% 83
2021
Q1 		$1.37M Buy
+21,420
New +$1.31M 0.25% 84

Other funds holding SON

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return