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Harvest Group Wealth Management’s Sonoco SON Stock Holding History

Harvest Group Wealth Management’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
2021
Q1 		– Sell
-38
Closed -$2K – 611
2020
Q4 		$2K Hold
38
– – ﹤0.01% 382
2020
Q3 		$2K Hold
38
– – ﹤0.01% 380
2020
Q2 		$1K Hold
38
– – ﹤0.01% 418
2020
Q1 		$1K Sell
38
-12
-24% -$640 ﹤0.01% 431
2019
Q4 		$3K Hold
50
– – ﹤0.01% 536
2019
Q3 		$3K Hold
50
– – ﹤0.01% 596
2019
Q2 		$3K Hold
50
– – ﹤0.01% 476
2019
Q1 		$3K Buy
+50
New +$2.88K ﹤0.01% 535

Other funds holding SON

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B 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
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

Harvest Group Wealth Management's SON Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Sonoco (SON) in Q1 2021, closing a stake of 38 shares — an estimated $2K sold.

Harvest Group Wealth Management first reported a position in SON in Q1 2019 and held it in 8 quarters. The position peaked at $3K in Q4 2019. 416 funds tracked by Wall St. Rank hold SON as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Sonoco position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 38 Sonoco shares in Q1 2021, an estimated $2K.
  • Harvest Group Wealth Management first reported a position in Sonoco in Q1 2019 and held it in 8 quarters.
  • Harvest Group Wealth Management's Sonoco position peaked at $3K in Q4 2019.
  • 416 funds tracked by Wall St. Rank held Sonoco as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.