Alpha Paradigm Partners’s Southern Company SO Stock Holding History

Alpha Paradigm Partners’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 Q4	$69K	Sell	967 -614	-39%	-$41.1K	0.03%	407
2022 Q3	$108K	Hold	1,581	–	–	0.05%	360
2022 Q2	$113K	Hold	1,581	–	–	0.05%	385
2022 Q1	$115K	Buy	1,581 +111	+8%	+$7.52K	0.05%	416
2021 Q4	$101K	Buy	+1,470	New	+$93.7K	0.04%	426
2021 Q3	–	Sell	-360	Closed	-$22K	–	657
2021 Q2	$22K	Buy	+360	New	+$23K	0.01%	502

Other funds holding SO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Alpha Paradigm Partners's SO Position: Q4 2022 in Review

Alpha Paradigm Partners reduced its Southern Company (SO) stake by 39% in Q4 2022, selling an estimated $41.1K and leaving 967 shares worth $69K. The position accounts for 0.03% of the portfolio, ranked #407.

Alpha Paradigm Partners first reported a position in SO in Q2 2021 and has held it in 6 quarters since. The position peaked at $115K in Q1 2022. 1,733 funds tracked by Wall St. Rank hold SO as of Q4 2022.

Alpha Paradigm Partners held 967 shares of Southern Company worth $69K as of Q4 2022.
Alpha Paradigm Partners sold 614 Southern Company shares in Q4 2022, an estimated $41.1K.
Southern Company made up 0.03% of Alpha Paradigm Partners's portfolio in Q4 2022, its #407 holding.
Alpha Paradigm Partners first reported a position in Southern Company in Q2 2021 and has held it in 6 quarters since.
Alpha Paradigm Partners's Southern Company position peaked at $115K in Q1 2022.
1,733 funds tracked by Wall St. Rank held Southern Company as of Q4 2022.

Based on Alpha Paradigm Partners's 13F filing for Q4 2022, filed 13 Feb 2023.