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	–	1818
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 New York $5.7T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

APG Asset Management

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return