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Wealthcare Capital Management’s Sonoco SON Stock Holding History

Wealthcare Capital Management’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
-137
Closed -$9K – 575
2021
Q1 		$9K Buy
+137
New +$8.36K ﹤0.01% 294
2015
Q3 		– Sell
-141
Closed -$6K – 366
2015
Q2 		$6K Hold
141
– – ﹤0.01% 248
2015
Q1 		$6K Buy
+141
New +$6.39K ﹤0.01% 603

Other funds holding SON

BlackRock
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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

Wealthcare Capital Management's SON Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Sonoco (SON) in Q2 2021, closing a stake of 137 shares — an estimated $9K sold.

Wealthcare Capital Management first reported a position in SON in Q1 2015 and held it in 3 quarters. The position peaked at $9K in Q1 2021. 395 funds tracked by Wall St. Rank hold SON as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Sonoco position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 137 Sonoco shares in Q2 2021, an estimated $9K.
  • Wealthcare Capital Management first reported a position in Sonoco in Q1 2015 and held it in 3 quarters.
  • Wealthcare Capital Management's Sonoco position peaked at $9K in Q1 2021.
  • 395 funds tracked by Wall St. Rank held Sonoco as of Q2 2021.

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