Patriot Financial Group Insurance Agency’s Sonoco SON Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-280	Closed	-$16K	–	1735
2022 Q2	$16K	Hold	280	–	–	﹤0.01%	1089
2022 Q1	$18K	Sell	280 -300	-52%	-$17.4K	﹤0.01%	1133
2021 Q4	$34K	Hold	580	–	–	0.01%	1016
2021 Q3	$35K	Buy	580 +25	+5%	+$1.6K	0.01%	1003
2021 Q2	$37K	Buy	555 +75	+16%	+$4.98K	0.01%	948
2021 Q1	$30K	Buy	480 +70	+17%	+$4.27K	0.01%	958
2020 Q4	$24K	Buy	410 +300	+273%	+$16.9K	0.01%	920
2020 Q3	$6K	Buy	+110	New	+$5.82K	﹤0.01%	1193
2019 Q3	–	Sell	-60	Closed	-$4K	–	1452
2019 Q2	$4K	Hold	60	–	–	﹤0.01%	1006
2019 Q1	$4K	Buy	+60	New	+$3.45K	﹤0.01%	908

Other funds holding SON

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency's SON Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Sonoco (SON) in Q3 2022, closing a stake of 280 shares — an estimated $16K sold.

Patriot Financial Group Insurance Agency first reported a position in SON in Q1 2019 and held it in 10 quarters. The position peaked at $37K in Q2 2021. 432 funds tracked by Wall St. Rank hold SON as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Sonoco position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 280 Sonoco shares in Q3 2022, an estimated $16K.
Patriot Financial Group Insurance Agency first reported a position in Sonoco in Q1 2019 and held it in 10 quarters.
Patriot Financial Group Insurance Agency's Sonoco position peaked at $37K in Q2 2021.
432 funds tracked by Wall St. Rank held Sonoco as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.