Win Advisors’s Sonoco SON Stock Holding History

Win 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
2023 Q1	–	Sell	-337	Closed	-$20.5K	–	129
2022 Q4	$20.5K	Buy	337 +41	+14%	+$2.46K	0.01%	88
2022 Q3	$17K	Sell	296 -12	-4%	-$738	0.01%	74
2022 Q2	$18K	Buy	308 +110	+56%	+$6.54K	0.04%	90
2022 Q1	$12K	Buy	+198	New	+$11.5K	﹤0.01%	133

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 $3.37T AUM 44.26% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

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

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

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

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

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Win Advisors's SON Position: Q1 2023 in Review

Win Advisors sold out of Sonoco (SON) in Q1 2023, closing a stake of 337 shares — an estimated $20.5K sold.

Win Advisors first reported a position in SON in Q1 2022 and held it in 4 quarters. The position peaked at $20.5K in Q4 2022. 432 funds tracked by Wall St. Rank hold SON as of Q1 2023.

Win Advisors reported no remaining Sonoco position as of Q1 2023 after selling out during the quarter.
Win Advisors sold 337 Sonoco shares in Q1 2023, an estimated $20.5K.
Win Advisors first reported a position in Sonoco in Q1 2022 and held it in 4 quarters.
Win Advisors's Sonoco position peaked at $20.5K in Q4 2022.
432 funds tracked by Wall St. Rank held Sonoco as of Q1 2023.

Based on Win Advisors's 13F filing for Q1 2023, filed 28 Apr 2023.