3IP
SOJD

3Chopt Investment Partners’s Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 SOJD Stock Holding History

3Chopt Investment Partners’s Portfolio SOJD Stock Details SOJD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2,000
Closed -$39.3K – 235
2022
Q4 		$39.3K Buy
+2,000
New +$40.1K 0.02% 208

Other funds holding SOJD

CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
BC
Bartlett & Co Cincinnati, Ohio $6.16B AUM 20.29% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.82B AUM 15.4% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

3Chopt Investment Partners's SOJD Position: Q1 2023 in Review

3Chopt Investment Partners sold out of Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 (SOJD) in Q1 2023, closing a stake of 2,000 shares — an estimated $39.3K sold.

3Chopt Investment Partners first reported a position in SOJD in Q4 2022 and held it in 1 quarter. The position peaked at $39.3K in Q4 2022. 5 funds tracked by Wall St. Rank hold SOJD as of Q1 2023.

  • 3Chopt Investment Partners reported no remaining Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 position as of Q1 2023 after selling out during the quarter.
  • 3Chopt Investment Partners sold 2,000 Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 shares in Q1 2023, an estimated $39.3K.
  • 3Chopt Investment Partners first reported a position in Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 in Q4 2022 and held it in 1 quarter.
  • 3Chopt Investment Partners's Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 position peaked at $39.3K in Q4 2022.
  • 5 funds tracked by Wall St. Rank held Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 as of Q1 2023.

Based on 3Chopt Investment Partners's 13F filing for Q1 2023, filed 23 May 2023.