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Kore Private Wealth’s Sonoco SON Stock Holding History

Kore Private Wealth’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
2020
Q3 		– Sell
-230
Closed -$12K – 956
2020
Q2 		$12K Hold
230
– – ﹤0.01% 758
2020
Q1 		$11K Hold
230
– – ﹤0.01% 681
2019
Q4 		$14K Buy
+230
New +$13.6K ﹤0.01% 697
2019
Q2 		– Sell
-1,900
Closed -$117K – 697
2019
Q1 		$117K Buy
+1,900
New +$109K 0.03% 264

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Kore Private Wealth's SON Position: Q3 2020 in Review

Kore Private Wealth sold out of Sonoco (SON) in Q3 2020, closing a stake of 230 shares — an estimated $12K sold.

Kore Private Wealth first reported a position in SON in Q1 2019 and held it in 4 quarters. The position peaked at $117K in Q1 2019. 406 funds tracked by Wall St. Rank hold SON as of Q3 2020.

  • Kore Private Wealth reported no remaining Sonoco position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 230 Sonoco shares in Q3 2020, an estimated $12K.
  • Kore Private Wealth first reported a position in Sonoco in Q1 2019 and held it in 4 quarters.
  • Kore Private Wealth's Sonoco position peaked at $117K in Q1 2019.
  • 406 funds tracked by Wall St. Rank held Sonoco as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.