AWM
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Alterna Wealth Management’s Southern Company SO Stock Holding History

Alterna 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
2019
Q1 		– Sell
-10,085
Closed -$483K – 296
2018
Q4 		$483K Buy
+10,085
New +$458K 0.08% 181

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Alterna Wealth Management's SO Position: Q1 2019 in Review

Alterna Wealth Management sold out of Southern Company (SO) in Q1 2019, closing a stake of 10,085 shares — an estimated $483K sold.

Alterna Wealth Management first reported a position in SO in Q4 2018 and held it in 1 quarter. The position peaked at $483K in Q4 2018. 1,268 funds tracked by Wall St. Rank hold SO as of Q1 2019.

  • Alterna Wealth Management reported no remaining Southern Company position as of Q1 2019 after selling out during the quarter.
  • Alterna Wealth Management sold 10,085 Southern Company shares in Q1 2019, an estimated $483K.
  • Alterna Wealth Management first reported a position in Southern Company in Q4 2018 and held it in 1 quarter.
  • Alterna Wealth Management's Southern Company position peaked at $483K in Q4 2018.
  • 1,268 funds tracked by Wall St. Rank held Southern Company as of Q1 2019.

Based on Alterna Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.