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Wagner Wealth Management (South Carolina)’s Sonoco SON Stock Holding History

Wagner Wealth Management (South Carolina)’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
Q3 		– Sell
-231
Closed -$15K – 707
2021
Q2 		$15K Buy
+231
New +$15.3K 0.01% 434
2018
Q3 		$1K Hold
21
– – ﹤0.01% 658
2018
Q2 		$1K Hold
21
– – ﹤0.01% 627
2018
Q1 		$1K Sell
21
-60
-74% -$3.05K ﹤0.01% 584
2017
Q4 		$6K Buy
+81
New +$4.24K ﹤0.01% 497

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Wagner Wealth Management (South Carolina)'s SON Position: Q3 2021 in Review

Wagner Wealth Management (South Carolina) sold out of Sonoco (SON) in Q3 2021, closing a stake of 231 shares — an estimated $15K sold.

Wagner Wealth Management (South Carolina) first reported a position in SON in Q4 2017 and held it in 5 quarters. The position peaked at $15K in Q2 2021. 388 funds tracked by Wall St. Rank hold SON as of Q3 2021.

  • Wagner Wealth Management (South Carolina) reported no remaining Sonoco position as of Q3 2021 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 231 Sonoco shares in Q3 2021, an estimated $15K.
  • Wagner Wealth Management (South Carolina) first reported a position in Sonoco in Q4 2017 and held it in 5 quarters.
  • Wagner Wealth Management (South Carolina)'s Sonoco position peaked at $15K in Q2 2021.
  • 388 funds tracked by Wall St. Rank held Sonoco as of Q3 2021.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2021, filed 15 Nov 2021.