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	–	1576
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 $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return