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Absher Wealth Management’s Southern Company SO Stock Holding History

Absher Wealth Management’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
2021
Q3 		– Sell
-3,868
Closed -$234K – 75
2021
Q2 		$234K Hold
3,868
– – 0.04% 69
2021
Q1 		$240K Buy
3,868
+100
+3% +$5.99K 0.05% 66
2020
Q4 		$231K Sell
3,768
-3,000
-44% -$180K 0.05% 66
2020
Q3 		$367K Hold
6,768
– – 0.09% 56
2020
Q2 		$351K Buy
6,768
+2,052
+44% +$114K 0.09% 58
2020
Q1 		$255K Buy
4,716
+646
+16% +$40.9K 0.08% 60
2019
Q4 		$285K Buy
+4,070
New +$252K 0.07% 64

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Absher Wealth Management's SO Position: Q3 2021 in Review

Absher Wealth Management sold out of Southern Company (SO) in Q3 2021, closing a stake of 3,868 shares — an estimated $234K sold.

Absher Wealth Management first reported a position in SO in Q4 2019 and held it in 7 quarters. The position peaked at $367K in Q3 2020. 1,489 funds tracked by Wall St. Rank hold SO as of Q3 2021.

  • Absher Wealth Management reported no remaining Southern Company position as of Q3 2021 after selling out during the quarter.
  • Absher Wealth Management sold 3,868 Southern Company shares in Q3 2021, an estimated $234K.
  • Absher Wealth Management first reported a position in Southern Company in Q4 2019 and held it in 7 quarters.
  • Absher Wealth Management's Southern Company position peaked at $367K in Q3 2020.
  • 1,489 funds tracked by Wall St. Rank held Southern Company as of Q3 2021.

Based on Absher Wealth Management's 13F filing for Q3 2021, filed 4 Nov 2021.