SeaCrest Wealth Management’s Sonoco SON Stock Holding History

SeaCrest 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
2022 Q3	–	Sell	-798	Closed	-$46K	–	1380
2022 Q2	$46K	Buy	+798	New	+$47.4K	0.01%	1159
2019 Q2	–	Sell	-732	Closed	-$45K	–	1649
2019 Q1	$45K	Sell	732 -26	-3%	-$1.5K	0.01%	980
2018 Q4	$40K	Hold	758	–	–	0.01%	981
2018 Q3	$42K	Buy	758 +51	+7%	+$2.84K	0.01%	1072
2018 Q2	$37K	Hold	707	–	–	0.01%	1107
2018 Q1	$34K	Buy	707 +6	+0.9%	+$305	0.01%	1116
2017 Q4	$37K	Buy	+701	New	+$36.7K	0.01%	1085

Other funds holding SON

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

American Century Companies

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

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors

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

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management

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