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Stratos Wealth Partners’s Sonoco SON Stock Holding History

Stratos Wealth Partners’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
2018
Q4 		– Sell
-450
Closed -$25K – 2250
2018
Q3 		$25K Buy
+450
New +$25.1K ﹤0.01% 1777
2018
Q2 		– Sell
-611
Closed -$30K – 2335
2018
Q1 		$30K Sell
611
-98
-14% -$4.98K ﹤0.01% 1842
2017
Q4 		$38K Buy
+709
New +$37.1K ﹤0.01% 1651
2015
Q3 		– Sell
-5,364
Closed -$230K – 598
2015
Q2 		$230K Buy
+5,364
New +$242K 0.03% 433

Other funds holding SON

BlackRock
BlackRock New York $5.7T 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
Invesco
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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return