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AAFMAA Wealth Management & Trust’s Southern Company SO Stock Holding History

AAFMAA Wealth Management & Trust’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
2022
Q2 		– Sell
-8,221
Closed -$596K – 70
2022
Q1 		$596K Hold
8,221
– – 0.27% 53
2021
Q4 		$564K Hold
8,221
– – 0.25% 57
2021
Q3 		$509K Hold
8,221
– – 0.24% 58
2021
Q2 		$497K Buy
8,221
+4,656
+131% +$298K 0.23% 56
2021
Q1 		$221K Hold
3,565
– – 0.11% 64
2020
Q4 		$219K Buy
+3,565
New +$214K 0.11% 60

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

AAFMAA Wealth Management & Trust's SO Position: Q2 2022 in Review

AAFMAA Wealth Management & Trust sold out of Southern Company (SO) in Q2 2022, closing a stake of 8,221 shares — an estimated $596K sold.

AAFMAA Wealth Management & Trust first reported a position in SO in Q4 2020 and held it in 6 quarters. The position peaked at $596K in Q1 2022. 1,680 funds tracked by Wall St. Rank hold SO as of Q2 2022.

  • AAFMAA Wealth Management & Trust reported no remaining Southern Company position as of Q2 2022 after selling out during the quarter.
  • AAFMAA Wealth Management & Trust sold 8,221 Southern Company shares in Q2 2022, an estimated $596K.
  • AAFMAA Wealth Management & Trust first reported a position in Southern Company in Q4 2020 and held it in 6 quarters.
  • AAFMAA Wealth Management & Trust's Southern Company position peaked at $596K in Q1 2022.
  • 1,680 funds tracked by Wall St. Rank held Southern Company as of Q2 2022.

Based on AAFMAA Wealth Management & Trust's 13F filing for Q2 2022, filed 12 Aug 2022.