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Affinity Investment Advisors’s Southern Company SO Stock Holding History

Affinity Investment Advisors’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
Q1 		– Sell
-3,410
Closed -$217K – 156
2019
Q4 		$217K Buy
+3,410
New +$211K 0.08% 138

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Affinity Investment Advisors's SO Position: Q1 2020 in Review

Affinity Investment Advisors sold out of Southern Company (SO) in Q1 2020, closing a stake of 3,410 shares — an estimated $217K sold.

Affinity Investment Advisors first reported a position in SO in Q4 2019 and held it in 1 quarter. The position peaked at $217K in Q4 2019. 1,364 funds tracked by Wall St. Rank hold SO as of Q1 2020.

  • Affinity Investment Advisors reported no remaining Southern Company position as of Q1 2020 after selling out during the quarter.
  • Affinity Investment Advisors sold 3,410 Southern Company shares in Q1 2020, an estimated $217K.
  • Affinity Investment Advisors first reported a position in Southern Company in Q4 2019 and held it in 1 quarter.
  • Affinity Investment Advisors's Southern Company position peaked at $217K in Q4 2019.
  • 1,364 funds tracked by Wall St. Rank held Southern Company as of Q1 2020.

Based on Affinity Investment Advisors's 13F filing for Q1 2020, filed 15 May 2020.