Graves Light Lenhart Wealth’s Sonoco SON Stock Holding History

Graves Light Lenhart Wealth’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
2022 Q3	–	Sell	-500	Closed	-$29K	–	530
2022 Q2	$29K	Hold	500	–	–	﹤0.01%	369
2022 Q1	$31K	Hold	500	–	–	﹤0.01%	411
2021 Q4	$29K	Hold	500	–	–	﹤0.01%	488
2021 Q3	$30K	Hold	500	–	–	﹤0.01%	441
2021 Q2	$33K	Hold	500	–	–	0.01%	431
2021 Q1	$32K	Hold	500	–	–	0.01%	433
2020 Q4	$30K	Buy	+500	New	+$28.1K	0.01%	430

Other funds holding SON

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

Royal Bank of Canada

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Victory Capital Management

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

Dimensional Fund Advisors

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

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return