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Resurgent Financial Advisors’s Sonoco SON Stock Holding History

Resurgent Financial 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
2024
Q1 		– Sell
-510
Closed -$28.5K – 436
2023
Q4 		$28.5K Sell
510
-50
-9% -$2.71K 0.02% 429
2023
Q3 		$30.4K Buy
560
+25
+5% +$1.42K 0.02% 410
2023
Q2 		$31.6K Hold
535
– – 0.02% 418
2023
Q1 		$32.6K Buy
+535
New +$31.7K 0.02% 404

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Resurgent Financial Advisors's SON Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of Sonoco (SON) in Q1 2024, closing a stake of 510 shares — an estimated $28.5K sold.

Resurgent Financial Advisors first reported a position in SON in Q1 2023 and held it in 4 quarters. The position peaked at $32.6K in Q1 2023. 468 funds tracked by Wall St. Rank hold SON as of Q1 2024.

  • Resurgent Financial Advisors reported no remaining Sonoco position as of Q1 2024 after selling out during the quarter.
  • Resurgent Financial Advisors sold 510 Sonoco shares in Q1 2024, an estimated $28.5K.
  • Resurgent Financial Advisors first reported a position in Sonoco in Q1 2023 and held it in 4 quarters.
  • Resurgent Financial Advisors's Sonoco position peaked at $32.6K in Q1 2023.
  • 468 funds tracked by Wall St. Rank held Sonoco as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.