Sigma Planning Corp’s Sonoco SON Stock Holding History

Sigma Planning Corp’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
2020 Q1	–	Sell	-4,522	Closed	-$279K	–	1081
2019 Q4	$279K	Buy	4,522 +170	+4%	+$10.1K	0.01%	831
2019 Q3	$253K	Sell	4,352 -22	-0.5%	-$1.31K	0.01%	837
2019 Q2	$286K	Sell	4,374 -15	-0.3%	-$947	0.01%	749
2019 Q1	$270K	Sell	4,389 -11	-0.3%	-$633	0.02%	718
2018 Q4	$234K	Buy	4,400 +59	+1%	+$3.24K	0.02%	693
2018 Q3	$241K	Buy	4,341 +98	+2%	+$5.46K	0.01%	808
2018 Q2	$223K	Buy	+4,243	New	+$218K	0.01%	780

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

Invesco Atlanta, Georgia $653B AUM 32.41% 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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Bank of America

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

Royal Bank of Canada

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

Dimensional Fund Advisors

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