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Waldron Private Wealth’s Sonoco SON Stock Holding History

Waldron Private Wealth’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
Q4 		– Sell
-90
Closed -$4.92K – 467
2024
Q3 		$4.92K Buy
+90
New +$4.71K ﹤0.01% 483

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Waldron Private Wealth's SON Position: Q4 2024 in Review

Waldron Private Wealth sold out of Sonoco (SON) in Q4 2024, closing a stake of 90 shares — an estimated $4.92K sold.

Waldron Private Wealth first reported a position in SON in Q3 2024 and held it in 1 quarter. The position peaked at $4.92K in Q3 2024. 450 funds tracked by Wall St. Rank hold SON as of Q4 2024.

  • Waldron Private Wealth reported no remaining Sonoco position as of Q4 2024 after selling out during the quarter.
  • Waldron Private Wealth sold 90 Sonoco shares in Q4 2024, an estimated $4.92K.
  • Waldron Private Wealth first reported a position in Sonoco in Q3 2024 and held it in 1 quarter.
  • Waldron Private Wealth's Sonoco position peaked at $4.92K in Q3 2024.
  • 450 funds tracked by Wall St. Rank held Sonoco as of Q4 2024.

Based on Waldron Private Wealth's 13F filing for Q4 2024, filed 24 Jan 2025.