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Legacy Financial Advisors’s Sonoco SON Stock Holding History

Legacy Financial Advisors’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
2019
Q2 		– Sell
-18
Closed -$1K – 779
2019
Q1 		$1K Hold
18
– – ﹤0.01% 1015
2018
Q4 		$1K Sell
18
-10
-36% -$549 ﹤0.01% 938
2018
Q3 		$1K Buy
28
+20
+250% +$1.11K ﹤0.01% 859
2018
Q2 		$0 Hold
8
– – ﹤0.01% 955
2018
Q1 		$0 Hold
8
– – ﹤0.01% 893
2017
Q4 		$0 Buy
+8
New +$419 ﹤0.01% 854

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Legacy Financial Advisors's SON Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Sonoco (SON) in Q2 2019, closing a stake of 18 shares — an estimated $1K sold.

Legacy Financial Advisors first reported a position in SON in Q4 2017 and held it in 6 quarters. The position peaked at $1K in Q1 2019. 436 funds tracked by Wall St. Rank hold SON as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Sonoco position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 18 Sonoco shares in Q2 2019, an estimated $1K.
  • Legacy Financial Advisors first reported a position in Sonoco in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's Sonoco position peaked at $1K in Q1 2019.
  • 436 funds tracked by Wall St. Rank held Sonoco as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.