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Insight Wealth Strategies’s Sonoco SON Stock Holding History

Insight Wealth Strategies’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
-4,483
Closed -$284K – 230
2021
Q1 		$284K Buy
4,483
+54
+1% +$3.29K 0.04% 181
2020
Q4 		$262K Sell
4,429
-580
-12% -$32.6K 0.04% 184
2020
Q3 		$256K Buy
5,009
+402
+9% +$21.3K 0.05% 164
2020
Q2 		$241K Buy
4,607
+118
+3% +$5.84K 0.05% 150
2020
Q1 		$208K Buy
4,489
+467
+12% +$24.9K 0.06% 142
2019
Q4 		$248K Buy
+4,022
New +$238K 0.05% 179

Other funds holding SON

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $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

Insight Wealth Strategies's SON Position: Q2 2021 in Review

Insight Wealth Strategies sold out of Sonoco (SON) in Q2 2021, closing a stake of 4,483 shares — an estimated $284K sold.

Insight Wealth Strategies first reported a position in SON in Q4 2019 and held it in 6 quarters. The position peaked at $284K in Q1 2021. 395 funds tracked by Wall St. Rank hold SON as of Q2 2021.

  • Insight Wealth Strategies reported no remaining Sonoco position as of Q2 2021 after selling out during the quarter.
  • Insight Wealth Strategies sold 4,483 Sonoco shares in Q2 2021, an estimated $284K.
  • Insight Wealth Strategies first reported a position in Sonoco in Q4 2019 and held it in 6 quarters.
  • Insight Wealth Strategies's Sonoco position peaked at $284K in Q1 2021.
  • 395 funds tracked by Wall St. Rank held Sonoco as of Q2 2021.

Based on Insight Wealth Strategies's 13F filing for Q2 2021, filed 12 Aug 2021.