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Heritage Wealth Advisors’s Sonoco SON Stock Holding History

Heritage 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
2022
Q1 		– Sell
-1,625
Closed -$94K – 557
2021
Q4 		$94K Hold
1,625
– – 0.01% 271
2021
Q3 		$96.8K Hold
1,625
– – 0.01% 256
2021
Q2 		$109K Buy
+1,625
New +$108K 0.01% 252
2021
Q1 		– Sell
-150
Closed -$9K – 591
2020
Q4 		$9K Buy
+150
New +$8.43K ﹤0.01% 463

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Heritage Wealth Advisors's SON Position: Q1 2022 in Review

Heritage Wealth Advisors sold out of Sonoco (SON) in Q1 2022, closing a stake of 1,625 shares — an estimated $94K sold.

Heritage Wealth Advisors first reported a position in SON in Q4 2020 and held it in 4 quarters. The position peaked at $109K in Q2 2021. 417 funds tracked by Wall St. Rank hold SON as of Q1 2022.

  • Heritage Wealth Advisors reported no remaining Sonoco position as of Q1 2022 after selling out during the quarter.
  • Heritage Wealth Advisors sold 1,625 Sonoco shares in Q1 2022, an estimated $94K.
  • Heritage Wealth Advisors first reported a position in Sonoco in Q4 2020 and held it in 4 quarters.
  • Heritage Wealth Advisors's Sonoco position peaked at $109K in Q2 2021.
  • 417 funds tracked by Wall St. Rank held Sonoco as of Q1 2022.

Based on Heritage Wealth Advisors's 13F filing for Q1 2022, filed 11 May 2022.