Wealthcare Advisory Partners’s Sonoco SON Stock Holding History

Wealthcare Advisory Partners’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	-297	Closed	-$19K	–	1676
2021 Q1	$19K	Buy	+297	New	+$18.1K	﹤0.01%	1223
2020 Q2	–	Sell	-250	Closed	-$12K	–	1193
2020 Q1	$12K	Buy	250 +16	+7%	+$853	﹤0.01%	880
2019 Q4	$14K	Hold	234	–	–	﹤0.01%	862
2019 Q3	$14K	Hold	234	–	–	﹤0.01%	855
2019 Q2	$15K	Hold	234	–	–	﹤0.01%	803
2019 Q1	$14K	Hold	234	–	–	﹤0.01%	745
2018 Q4	$12K	Hold	234	–	–	﹤0.01%	754
2018 Q3	$13K	Hold	234	–	–	﹤0.01%	787
2018 Q2	$12K	Sell	234 -14	-6%	-$719	﹤0.01%	790
2018 Q1	$12K	Hold	248	–	–	﹤0.01%	697
2017 Q4	$13K	Hold	248	–	–	﹤0.01%	618
2017 Q3	$13K	Buy	+248	New	+$12.2K	﹤0.01%	499

Other funds holding SON

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wealthcare Advisory Partners's SON Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Sonoco (SON) in Q2 2021, closing a stake of 297 shares — an estimated $19K sold.

Wealthcare Advisory Partners first reported a position in SON in Q3 2017 and held it in 12 quarters. The position peaked at $19K in Q1 2021. 395 funds tracked by Wall St. Rank hold SON as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Sonoco position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 297 Sonoco shares in Q2 2021, an estimated $19K.
Wealthcare Advisory Partners first reported a position in Sonoco in Q3 2017 and held it in 12 quarters.
Wealthcare Advisory Partners's Sonoco position peaked at $19K in Q1 2021.
395 funds tracked by Wall St. Rank held Sonoco as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.