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Valeo Financial Advisors’s Sonoco SON Stock Holding History

Valeo Financial 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
Q2 		– Sell
-65
Closed -$4K – 1622
2021
Q1 		$4K Hold
65
– – ﹤0.01% 1642
2020
Q4 		$4K Hold
65
– – ﹤0.01% 1429
2020
Q3 		$3K Sell
65
-17
-21% -$900 ﹤0.01% 1364
2020
Q2 		$4K Buy
+82
New +$4.06K ﹤0.01% 1623
2018
Q4 		– Sell
-25
Closed -$1K – 1701
2018
Q3 		$1K Buy
+25
New +$1.39K ﹤0.01% 1679

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

Valeo Financial Advisors's SON Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Sonoco (SON) in Q2 2021, closing a stake of 65 shares — an estimated $4K sold.

Valeo Financial Advisors first reported a position in SON in Q3 2018 and held it in 5 quarters. The position peaked at $4K in Q1 2021. 395 funds tracked by Wall St. Rank hold SON as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Sonoco position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 65 Sonoco shares in Q2 2021, an estimated $4K.
  • Valeo Financial Advisors first reported a position in Sonoco in Q3 2018 and held it in 5 quarters.
  • Valeo Financial Advisors's Sonoco position peaked at $4K in Q1 2021.
  • 395 funds tracked by Wall St. Rank held Sonoco as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.