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PFG Private Wealth Management’s Sonoco SON Stock Holding History

PFG Private 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
2023
Q4 		– Sell
-16
Closed -$870 – 292
2023
Q3 		$870 Sell
16
-2,979
-99% -$169K ﹤0.01% 257
2023
Q2 		$177K Sell
2,995
-476
-14% -$28.7K 0.1% 60
2023
Q1 		$212K Buy
+3,471
New +$206K 0.13% 46

Other funds holding SON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

PFG Private Wealth Management's SON Position: Q4 2023 in Review

PFG Private Wealth Management sold out of Sonoco (SON) in Q4 2023, closing a stake of 16 shares — an estimated $870 sold.

PFG Private Wealth Management first reported a position in SON in Q1 2023 and held it in 3 quarters. The position peaked at $212K in Q1 2023. 462 funds tracked by Wall St. Rank hold SON as of Q4 2023.

  • PFG Private Wealth Management reported no remaining Sonoco position as of Q4 2023 after selling out during the quarter.
  • PFG Private Wealth Management sold 16 Sonoco shares in Q4 2023, an estimated $870.
  • PFG Private Wealth Management first reported a position in Sonoco in Q1 2023 and held it in 3 quarters.
  • PFG Private Wealth Management's Sonoco position peaked at $212K in Q1 2023.
  • 462 funds tracked by Wall St. Rank held Sonoco as of Q4 2023.

Based on PFG Private Wealth Management's 13F filing for Q4 2023, filed 22 Jan 2024.