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Wealthstreet Investment Advisors’s Sonoco SON Stock Holding History

Wealthstreet Investment Advisors’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
2018
Q4 		– Sell
-5,000
Closed -$278K – 343
2018
Q3 		$278K Hold
5,000
– – 0.03% 302
2018
Q2 		$263K Hold
5,000
– – 0.03% 301
2018
Q1 		$243K Hold
5,000
– – 0.03% 307
2017
Q4 		$266K Buy
+5,000
New +$262K 0.03% 294

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 $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Wealthstreet Investment Advisors's SON Position: Q4 2018 in Review

Wealthstreet Investment Advisors sold out of Sonoco (SON) in Q4 2018, closing a stake of 5,000 shares — an estimated $278K sold.

Wealthstreet Investment Advisors first reported a position in SON in Q4 2017 and held it in 4 quarters. The position peaked at $278K in Q3 2018. 416 funds tracked by Wall St. Rank hold SON as of Q4 2018.

  • Wealthstreet Investment Advisors reported no remaining Sonoco position as of Q4 2018 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 5,000 Sonoco shares in Q4 2018, an estimated $278K.
  • Wealthstreet Investment Advisors first reported a position in Sonoco in Q4 2017 and held it in 4 quarters.
  • Wealthstreet Investment Advisors's Sonoco position peaked at $278K in Q3 2018.
  • 416 funds tracked by Wall St. Rank held Sonoco as of Q4 2018.

Based on Wealthstreet Investment Advisors's 13F filing for Q4 2018, filed 29 Jan 2019.