Laurel Wealth Advisors (North Carolina)’s Sonoco SON Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
2024 Q3	–	Sell	-300	Closed	-$15.2K	–	742
2024 Q2	$15.2K	Hold	300	–	–	﹤0.01%	394
2024 Q1	$17.4K	Hold	300	–	–	﹤0.01%	392
2023 Q4	$16.8K	Hold	300	–	–	﹤0.01%	369
2023 Q3	$16.3K	Hold	300	–	–	﹤0.01%	368
2023 Q2	$17.7K	Hold	300	–	–	﹤0.01%	370
2023 Q1	$18.3K	Hold	300	–	–	﹤0.01%	366
2022 Q4	$18.2K	Hold	300	–	–	﹤0.01%	342
2022 Q3	$17K	Hold	300	–	–	﹤0.01%	349
2022 Q2	$17K	Hold	300	–	–	﹤0.01%	345
2022 Q1	$19K	Hold	300	–	–	﹤0.01%	350
2021 Q4	$17K	Hold	300	–	–	﹤0.01%	363
2021 Q3	$18K	Hold	300	–	–	﹤0.01%	352
2021 Q2	$20K	Hold	300	–	–	﹤0.01%	381
2021 Q1	$19K	Hold	300	–	–	﹤0.01%	362
2020 Q4	$18K	Hold	300	–	–	﹤0.01%	358
2020 Q3	$15K	Hold	300	–	–	﹤0.01%	344
2020 Q2	$16K	Hold	300	–	–	0.01%	328
2020 Q1	$14K	Hold	300	–	–	0.01%	332
2019 Q4	$19K	Hold	300	–	–	0.01%	328
2019 Q3	$17K	Hold	300	–	–	0.01%	328
2019 Q2	$20K	Buy	+300	New	+$18.9K	0.01%	318

Other funds holding SON

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s SON Position: Q3 2024 in Review

Laurel Wealth Advisors (North Carolina) sold out of Sonoco (SON) in Q3 2024, closing a stake of 300 shares — an estimated $15.2K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in SON in Q2 2019 and held it in 21 quarters. The position peaked at $20K in Q2 2021. 471 funds tracked by Wall St. Rank hold SON as of Q3 2024.

Laurel Wealth Advisors (North Carolina) reported no remaining Sonoco position as of Q3 2024 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 300 Sonoco shares in Q3 2024, an estimated $15.2K.
Laurel Wealth Advisors (North Carolina) first reported a position in Sonoco in Q2 2019 and held it in 21 quarters.
Laurel Wealth Advisors (North Carolina)'s Sonoco position peaked at $20K in Q2 2021.
471 funds tracked by Wall St. Rank held Sonoco as of Q3 2024.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q3 2024, filed 5 Nov 2024.