Ropes Wealth Advisors’s Sonoco SON Stock Holding History

Ropes Wealth 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
2021 Q1	–	Sell	-38	Closed	-$2K	–	703
2020 Q4	$2K	Buy	+38	New	+$2.14K	﹤0.01%	663

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 $3.38T AUM 44.17% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ropes Wealth Advisors's SON Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Sonoco (SON) in Q1 2021, closing a stake of 38 shares — an estimated $2K sold.

Ropes Wealth Advisors first reported a position in SON in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 417 funds tracked by Wall St. Rank hold SON as of Q1 2021.

Ropes Wealth Advisors reported no remaining Sonoco position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 38 Sonoco shares in Q1 2021, an estimated $2K.
Ropes Wealth Advisors first reported a position in Sonoco in Q4 2020 and held it in 1 quarter.
Ropes Wealth Advisors's Sonoco position peaked at $2K in Q4 2020.
417 funds tracked by Wall St. Rank held Sonoco as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.