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Realta Investment Advisors’s Sonoco SON Stock Holding History

Realta Investment 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
2019
Q4 		– Sell
-70
Closed -$4K – 1678
2019
Q3 		$4K Sell
70
-100
-59% -$5.96K ﹤0.01% 1399
2019
Q2 		$11K Buy
170
+100
+143% +$6.32K ﹤0.01% 1111
2019
Q1 		$4K Buy
+70
New +$4.03K ﹤0.01% 1128

Other funds holding SON

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Realta Investment Advisors's SON Position: Q4 2019 in Review

Realta Investment Advisors sold out of Sonoco (SON) in Q4 2019, closing a stake of 70 shares — an estimated $4K sold.

Realta Investment Advisors first reported a position in SON in Q1 2019 and held it in 3 quarters. The position peaked at $11K in Q2 2019. 422 funds tracked by Wall St. Rank hold SON as of Q4 2019.

  • Realta Investment Advisors reported no remaining Sonoco position as of Q4 2019 after selling out during the quarter.
  • Realta Investment Advisors sold 70 Sonoco shares in Q4 2019, an estimated $4K.
  • Realta Investment Advisors first reported a position in Sonoco in Q1 2019 and held it in 3 quarters.
  • Realta Investment Advisors's Sonoco position peaked at $11K in Q2 2019.
  • 422 funds tracked by Wall St. Rank held Sonoco as of Q4 2019.

Based on Realta Investment Advisors's 13F filing for Q4 2019, filed 5 Feb 2020.