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Heritage Wealth Management (Arizona)’s Sonoco SON Stock Holding History

Heritage Wealth Management (Arizona)’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
Q2 		– Sell
-780
Closed -$49K – 927
2021
Q1 		$49K Buy
+780
New +$47.6K 0.03% 376

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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s SON Position: Q2 2021 in Review

Heritage Wealth Management (Arizona) sold out of Sonoco (SON) in Q2 2021, closing a stake of 780 shares — an estimated $49K sold.

Heritage Wealth Management (Arizona) first reported a position in SON in Q1 2021 and held it in 1 quarter. The position peaked at $49K in Q1 2021. 395 funds tracked by Wall St. Rank hold SON as of Q2 2021.

  • Heritage Wealth Management (Arizona) reported no remaining Sonoco position as of Q2 2021 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 780 Sonoco shares in Q2 2021, an estimated $49K.
  • Heritage Wealth Management (Arizona) first reported a position in Sonoco in Q1 2021 and held it in 1 quarter.
  • Heritage Wealth Management (Arizona)'s Sonoco position peaked at $49K in Q1 2021.
  • 395 funds tracked by Wall St. Rank held Sonoco as of Q2 2021.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2021, filed 11 Aug 2021.