1776 Wealth’s Southern Company SO Stock Holding History

1776 Wealth’s Portfolio SO Stock Details SO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-115	Closed	-$5K	–	279
2020 Q2	$5K	Sell	115 -15	-12%	-$834	﹤0.01%	309
2020 Q1	$6K	Buy	130 +115	+767%	+$7.29K	﹤0.01%	331
2019 Q4	$0	Buy	+15	New	+$930	﹤0.01%	333

Other funds holding SO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

1776 Wealth's SO Position: Q3 2020 in Review

1776 Wealth sold out of Southern Company (SO) in Q3 2020, closing a stake of 115 shares — an estimated $5K sold.

1776 Wealth first reported a position in SO in Q4 2019 and held it in 3 quarters. The position peaked at $6K in Q1 2020. 1,360 funds tracked by Wall St. Rank hold SO as of Q3 2020.

1776 Wealth reported no remaining Southern Company position as of Q3 2020 after selling out during the quarter.
1776 Wealth sold 115 Southern Company shares in Q3 2020, an estimated $5K.
1776 Wealth first reported a position in Southern Company in Q4 2019 and held it in 3 quarters.
1776 Wealth's Southern Company position peaked at $6K in Q1 2020.
1,360 funds tracked by Wall St. Rank held Southern Company as of Q3 2020.

Based on 1776 Wealth's 13F filing for Q3 2020, filed 12 Nov 2020.