WAM
SON icon

Wealthspire Advisors (Maryland)’s Sonoco SON Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-1,645
Closed -$101K – 1779
2019
Q1 		$101K Buy
1,645
+1,021
+164% +$58.7K 0.01% 637
2018
Q4 		$33K Buy
624
+17
+3% +$933 ﹤0.01% 1016
2018
Q3 		$34K Hold
607
– – ﹤0.01% 1101
2018
Q2 		$32K Sell
607
-61
-9% -$3.13K ﹤0.01% 1130
2018
Q1 		$32K Sell
668
-28
-4% -$1.42K ﹤0.01% 1143
2017
Q4 		$37K Buy
696
+17
+3% +$890 ﹤0.01% 1130
2017
Q3 		$34K Sell
679
-62
-8% -$3.06K ﹤0.01% 1108
2017
Q2 		$38K Buy
741
+652
+733% +$33.6K ﹤0.01% 1043
2017
Q1 		$5K Buy
89
+79
+790% +$4.25K ﹤0.01% 1527
2016
Q4 		$1K Buy
+10
New +$522 ﹤0.01% 1671

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SON Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Sonoco (SON) in Q2 2019, closing a stake of 1,645 shares — an estimated $101K sold.

Wealthspire Advisors (Maryland) first reported a position in SON in Q4 2016 and held it in 10 quarters. The position peaked at $101K in Q1 2019. 436 funds tracked by Wall St. Rank hold SON as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Sonoco position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,645 Sonoco shares in Q2 2019, an estimated $101K.
  • Wealthspire Advisors (Maryland) first reported a position in Sonoco in Q4 2016 and held it in 10 quarters.
  • Wealthspire Advisors (Maryland)'s Sonoco position peaked at $101K in Q1 2019.
  • 436 funds tracked by Wall St. Rank held Sonoco as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.