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Selective Wealth Management’s Sonoco SON Stock Holding History

Selective 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
2021
Q4 		– Sell
-320
Closed -$19K – 700
2021
Q3 		$19K Buy
+320
New +$20.5K 0.01% 366

Other funds holding SON

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Selective Wealth Management's SON Position: Q4 2021 in Review

Selective Wealth Management sold out of Sonoco (SON) in Q4 2021, closing a stake of 320 shares — an estimated $19K sold.

Selective Wealth Management first reported a position in SON in Q3 2021 and held it in 1 quarter. The position peaked at $19K in Q3 2021. 417 funds tracked by Wall St. Rank hold SON as of Q4 2021.

  • Selective Wealth Management reported no remaining Sonoco position as of Q4 2021 after selling out during the quarter.
  • Selective Wealth Management sold 320 Sonoco shares in Q4 2021, an estimated $19K.
  • Selective Wealth Management first reported a position in Sonoco in Q3 2021 and held it in 1 quarter.
  • Selective Wealth Management's Sonoco position peaked at $19K in Q3 2021.
  • 417 funds tracked by Wall St. Rank held Sonoco as of Q4 2021.

Based on Selective Wealth Management's 13F filing for Q4 2021, filed 18 Jan 2022.