IF
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Intrua Financial’s Sonoco SON Stock Holding History

Intrua Financial’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
-6,379
Closed -$364K – 353
2022
Q2 		$364K Sell
6,379
-147
-2% -$8.74K 0.08% 259
2022
Q1 		$408K Buy
6,526
+168
+3% +$9.73K 0.07% 258
2021
Q4 		$368K Buy
6,358
+162
+3% +$9.68K 0.06% 269
2021
Q3 		$360K Buy
6,196
+361
+6% +$23.1K 0.07% 266
2021
Q2 		$374K Buy
5,835
+203
+4% +$13.5K 0.09% 198
2021
Q1 		$367K Buy
5,632
+389
+7% +$23.7K 0.09% 200
2020
Q4 		$311K Buy
5,243
+186
+4% +$10.5K 0.14% 150
2020
Q3 		$284K Buy
5,057
+492
+11% +$26K 0.14% 150
2020
Q2 		$249K Buy
+4,565
New +$226K 0.1% 206

Other funds holding SON

BlackRock
BlackRock New York $5.7T 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
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