Next Financial Group’s Sonoco SON Stock Holding History

Next Financial Group’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
2021 Q4	$1K	Buy	+23	New	+$1.37K	﹤0.01%	2801
2021 Q2	–	Sell	-111	Closed	-$7K	–	2702
2021 Q1	$7K	Sell	111 -5,629	-98%	-$343K	﹤0.01%	2009
2020 Q4	$340K	Sell	5,740 -2,337	-29%	-$131K	0.03%	514
2020 Q3	$412K	Buy	+8,077	New	+$427K	0.04%	386
2020 Q2	–	Sell	-7,990	Closed	-$370K	–	1702
2020 Q1	$370K	Sell	7,990 -11,851	-60%	-$632K	0.05%	349
2019 Q4	$1.23M	Buy	+19,841	New	+$1.17M	0.13%	201
2019 Q3	–	Sell	-8	Closed	-$1K	–	2413
2019 Q2	$1K	Sell	8 -6,366	-100%	-$402K	﹤0.01%	2250
2019 Q1	$392K	Buy	+6,374	New	+$367K	0.1%	164
2016 Q3	–	Sell	-200	Closed	-$9K	–	2428
2016 Q2	$9K	Hold	200	–	–	﹤0.01%	1240
2016 Q1	$9K	Hold	200	–	–	﹤0.01%	1210
2015 Q4	$8K	Hold	200	–	–	﹤0.01%	1262
2015 Q3	$7K	Hold	200	–	–	﹤0.01%	1333
2015 Q2	$8K	Buy	+200	New	+$9.01K	﹤0.01%	1343

Other funds holding SON

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Next Financial Group's SON Position: Q4 2021 in Review

Next Financial Group opened a new position in Sonoco (SON) in Q4 2021: 23 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #2801 among its holdings. This is a return to the name: Next Financial Group previously reported a position in SON as recently as Q1 2021.

Next Financial Group first reported a position in SON in Q2 2015 and has held it in 13 quarters since. The position peaked at $1.23M in Q4 2019. 417 funds tracked by Wall St. Rank hold SON as of Q4 2021.

Next Financial Group held 23 shares of Sonoco worth $1K as of Q4 2021.
Sonoco was a new Next Financial Group position in Q4 2021.
Sonoco made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2801 holding.
Next Financial Group first reported a position in Sonoco in Q2 2015 and has held it in 13 quarters since.
Next Financial Group's Sonoco position peaked at $1.23M in Q4 2019.
417 funds tracked by Wall St. Rank held Sonoco as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.