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TRUE Private Wealth Advisors’s Sonoco SON Stock Holding History

TRUE Private 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
2021
Q1 		– Sell
-38
Closed -$2K – 622
2020
Q4 		$2K Hold
38
– – ﹤0.01% 676
2020
Q3 		$1K Hold
38
– – ﹤0.01% 671
2020
Q2 		$1K Buy
+38
New +$1.88K ﹤0.01% 660
2018
Q4 		– Sell
-50
Closed -$2.77K – 811
2018
Q3 		$2.77K Buy
+50
New +$2.78K ﹤0.01% 985

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 $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

TRUE Private Wealth Advisors's SON Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Sonoco (SON) in Q1 2021, closing a stake of 38 shares — an estimated $2K sold.

TRUE Private Wealth Advisors first reported a position in SON in Q3 2018 and held it in 4 quarters. The position peaked at $2.77K in Q3 2018. 417 funds tracked by Wall St. Rank hold SON as of Q1 2021.

  • TRUE Private Wealth Advisors reported no remaining Sonoco position as of Q1 2021 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 38 Sonoco shares in Q1 2021, an estimated $2K.
  • TRUE Private Wealth Advisors first reported a position in Sonoco in Q3 2018 and held it in 4 quarters.
  • TRUE Private Wealth Advisors's Sonoco position peaked at $2.77K in Q3 2018.
  • 417 funds tracked by Wall St. Rank held Sonoco as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.