Lenox Wealth Advisors’s Sonoco SON Stock Holding History

Lenox Wealth 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
2020 Q4	–	Sell	-39	Closed	-$2K	–	669
2020 Q3	$2K	Buy	+39	New	+$2.06K	﹤0.01%	528

Other funds holding SON

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Lenox Wealth Advisors's SON Position: Q4 2020 in Review

Lenox Wealth Advisors sold out of Sonoco (SON) in Q4 2020, closing a stake of 39 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in SON in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 422 funds tracked by Wall St. Rank hold SON as of Q4 2020.

Lenox Wealth Advisors reported no remaining Sonoco position as of Q4 2020 after selling out during the quarter.
Lenox Wealth Advisors sold 39 Sonoco shares in Q4 2020, an estimated $2K.
Lenox Wealth Advisors first reported a position in Sonoco in Q3 2020 and held it in 1 quarter.
Lenox Wealth Advisors's Sonoco position peaked at $2K in Q3 2020.
422 funds tracked by Wall St. Rank held Sonoco as of Q4 2020.

Based on Lenox Wealth Advisors's 13F filing for Q4 2020, filed 19 Jan 2021.