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Adams Wealth Management’s Southern Company SO Stock Holding History

Adams 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
2020
Q4 		– Sell
-150
Closed -$8K – 294
2020
Q3 		$8K Buy
+150
New +$8.02K 0.01% 203

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Adams Wealth Management's SO Position: Q4 2020 in Review

Adams Wealth Management sold out of Southern Company (SO) in Q4 2020, closing a stake of 150 shares — an estimated $8K sold.

Adams Wealth Management first reported a position in SO in Q3 2020 and held it in 1 quarter. The position peaked at $8K in Q3 2020. 1,497 funds tracked by Wall St. Rank hold SO as of Q4 2020.

  • Adams Wealth Management reported no remaining Southern Company position as of Q4 2020 after selling out during the quarter.
  • Adams Wealth Management sold 150 Southern Company shares in Q4 2020, an estimated $8K.
  • Adams Wealth Management first reported a position in Southern Company in Q3 2020 and held it in 1 quarter.
  • Adams Wealth Management's Southern Company position peaked at $8K in Q3 2020.
  • 1,497 funds tracked by Wall St. Rank held Southern Company as of Q4 2020.

Based on Adams Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.