Sugarloaf Wealth Management’s Sonoco SON Stock Holding History

Sugarloaf 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 Q4	–	Sell	-674	Closed	-$39K	–	853
2022 Q3	$39K	Buy	+674	New	+$41.4K	0.01%	323

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

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sugarloaf Wealth Management's SON Position: Q4 2022 in Review

Sugarloaf Wealth Management sold out of Sonoco (SON) in Q4 2022, closing a stake of 674 shares — an estimated $39K sold.

Sugarloaf Wealth Management first reported a position in SON in Q3 2022 and held it in 1 quarter. The position peaked at $39K in Q3 2022. 442 funds tracked by Wall St. Rank hold SON as of Q4 2022.

Sugarloaf Wealth Management reported no remaining Sonoco position as of Q4 2022 after selling out during the quarter.
Sugarloaf Wealth Management sold 674 Sonoco shares in Q4 2022, an estimated $39K.
Sugarloaf Wealth Management first reported a position in Sonoco in Q3 2022 and held it in 1 quarter.
Sugarloaf Wealth Management's Sonoco position peaked at $39K in Q3 2022.
442 funds tracked by Wall St. Rank held Sonoco as of Q4 2022.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.