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Sutton Wealth Advisors’s Sonoco SON Stock Holding History

Sutton Wealth Advisors’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
2023
Q1 		– Sell
-11
Closed -$668 – 1459
2022
Q4 		$668 Hold
11
– – ﹤0.01% 1432
2022
Q3 		$624 Hold
11
– – ﹤0.01% 1423
2022
Q2 		$627 Hold
11
– – ﹤0.01% 1406
2022
Q1 		$688 Hold
11
– – ﹤0.01% 1429
2021
Q4 		$637 Buy
+11
New +$657 ﹤0.01% 1449

Other funds holding SON

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Sutton Wealth Advisors's SON Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Sonoco (SON) in Q1 2023, closing a stake of 11 shares — an estimated $668 sold.

Sutton Wealth Advisors first reported a position in SON in Q4 2021 and held it in 5 quarters. The position peaked at $688 in Q1 2022. 432 funds tracked by Wall St. Rank hold SON as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Sonoco position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 11 Sonoco shares in Q1 2023, an estimated $668.
  • Sutton Wealth Advisors first reported a position in Sonoco in Q4 2021 and held it in 5 quarters.
  • Sutton Wealth Advisors's Sonoco position peaked at $688 in Q1 2022.
  • 432 funds tracked by Wall St. Rank held Sonoco as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.