Glassman Wealth Services’s Sonoco SON Stock Holding History

Glassman Wealth Services’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 Q1	–	Sell	-68	Closed	-$3.8K	–	1571
2023 Q4	$3.8K	Sell	68 -14	-17%	-$759	﹤0.01%	1154
2023 Q3	$4.46K	Buy	82 +6	+8%	+$340	﹤0.01%	1103
2023 Q2	$4.49K	Hold	76	–	–	﹤0.01%	1029
2023 Q1	$4.64K	Hold	76	–	–	﹤0.01%	1021
2022 Q4	$4.61K	Sell	76 -5	-6%	-$300	﹤0.01%	1036
2022 Q3	$5K	Hold	81	–	–	﹤0.01%	1008
2022 Q2	$5K	Buy	81 +55	+212%	+$3.27K	﹤0.01%	1022
2022 Q1	$2K	Hold	26	–	–	﹤0.01%	1267
2021 Q4	$2K	Buy	26 +13	+100%	+$777	﹤0.01%	1243
2021 Q3	$1K	Buy	13 +8	+160%	+$512	﹤0.01%	1460
2021 Q2	$0	Hold	5	–	–	﹤0.01%	1629
2021 Q1	$0	Hold	5	–	–	﹤0.01%	1617
2020 Q4	$0	Hold	5	–	–	﹤0.01%	1505
2020 Q3	$0	Hold	5	–	–	﹤0.01%	1483
2020 Q2	$0	Sell	5 -4	-44%	-$198	﹤0.01%	1506
2020 Q1	$0	Buy	+9	New	+$480	﹤0.01%	1529

Other funds holding SON

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

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

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

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

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Glassman Wealth Services's SON Position: Q1 2024 in Review

Glassman Wealth Services sold out of Sonoco (SON) in Q1 2024, closing a stake of 68 shares — an estimated $3.8K sold.

Glassman Wealth Services first reported a position in SON in Q1 2020 and held it in 16 quarters. The position peaked at $5K in Q3 2022. 468 funds tracked by Wall St. Rank hold SON as of Q1 2024.

Glassman Wealth Services reported no remaining Sonoco position as of Q1 2024 after selling out during the quarter.
Glassman Wealth Services sold 68 Sonoco shares in Q1 2024, an estimated $3.8K.
Glassman Wealth Services first reported a position in Sonoco in Q1 2020 and held it in 16 quarters.
Glassman Wealth Services's Sonoco position peaked at $5K in Q3 2022.
468 funds tracked by Wall St. Rank held Sonoco as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.