TWM
SON icon

Tradition Wealth Management’s Sonoco SON Stock Holding History

Tradition 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
2024
Q1 		– Sell
-960
Closed -$54K – 1061
2023
Q4 		$54K Sell
960
-55
-5% -$2.98K 0.01% 607
2023
Q3 		$55K Sell
1,015
-26
-2% -$1.47K 0.01% 582
2023
Q2 		$61K Sell
1,041
-62
-6% -$3.73K 0.01% 580
2023
Q1 		$67K Buy
+1,103
New +$65.4K 0.01% 543

Other funds holding SON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Tradition Wealth Management's SON Position: Q1 2024 in Review

Tradition Wealth Management sold out of Sonoco (SON) in Q1 2024, closing a stake of 960 shares — an estimated $54K sold.

Tradition Wealth Management first reported a position in SON in Q1 2023 and held it in 4 quarters. The position peaked at $67K in Q1 2023. 468 funds tracked by Wall St. Rank hold SON as of Q1 2024.

  • Tradition Wealth Management reported no remaining Sonoco position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 960 Sonoco shares in Q1 2024, an estimated $54K.
  • Tradition Wealth Management first reported a position in Sonoco in Q1 2023 and held it in 4 quarters.
  • Tradition Wealth Management's Sonoco position peaked at $67K in Q1 2023.
  • 468 funds tracked by Wall St. Rank held Sonoco as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.