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Meridian Wealth Management’s Sonoco SON Stock Holding History

Meridian Wealth Management’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
Q2 		– Sell
-6,100
Closed -$282K – 245
2020
Q1 		$282K Sell
6,100
-75
-1% -$4K 0.12% 158
2019
Q4 		$381K Sell
6,175
-75
-1% -$4.44K 0.18% 122
2019
Q3 		$364K Sell
6,250
-60
-1% -$3.57K 0.17% 124
2019
Q2 		$4.12K Buy
6,310
+195
+3% +$12.3K 0.17% 105
2019
Q1 		$376K Buy
+6,115
New +$352K 0.17% 109

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

Meridian Wealth Management's SON Position: Q2 2020 in Review

Meridian Wealth Management sold out of Sonoco (SON) in Q2 2020, closing a stake of 6,100 shares — an estimated $282K sold.

Meridian Wealth Management first reported a position in SON in Q1 2019 and held it in 5 quarters. The position peaked at $381K in Q4 2019. 390 funds tracked by Wall St. Rank hold SON as of Q2 2020.

  • Meridian Wealth Management reported no remaining Sonoco position as of Q2 2020 after selling out during the quarter.
  • Meridian Wealth Management sold 6,100 Sonoco shares in Q2 2020, an estimated $282K.
  • Meridian Wealth Management first reported a position in Sonoco in Q1 2019 and held it in 5 quarters.
  • Meridian Wealth Management's Sonoco position peaked at $381K in Q4 2019.
  • 390 funds tracked by Wall St. Rank held Sonoco as of Q2 2020.

Based on Meridian Wealth Management's 13F filing for Q2 2020, filed 15 Jul 2020.