AWA
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Amplius Wealth Advisors’s Southern Company SO Stock Holding History

Amplius Wealth 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
2022
Q1 		– Sell
-416
Closed -$28K – 776
2021
Q4 		$28K Buy
+416
New +$26.5K ﹤0.01% 417

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Amplius Wealth Advisors's SO Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Southern Company (SO) in Q1 2022, closing a stake of 416 shares — an estimated $28K sold.

Amplius Wealth Advisors first reported a position in SO in Q4 2021 and held it in 1 quarter. The position peaked at $28K in Q4 2021. 1,699 funds tracked by Wall St. Rank hold SO as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining Southern Company position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 416 Southern Company shares in Q1 2022, an estimated $28K.
  • Amplius Wealth Advisors first reported a position in Southern Company in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's Southern Company position peaked at $28K in Q4 2021.
  • 1,699 funds tracked by Wall St. Rank held Southern Company as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.