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Aries Wealth Management’s Southern Company SO Stock Holding History

Aries 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
Q1 		– Sell
-3,325
Closed -$209K – 154
2019
Q4 		$209K Hold
3,325
– – 0.13% 145
2019
Q3 		$205K Buy
+3,325
New +$193K 0.14% 145

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

Aries Wealth Management's SO Position: Q1 2020 in Review

Aries Wealth Management sold out of Southern Company (SO) in Q1 2020, closing a stake of 3,325 shares — an estimated $209K sold.

Aries Wealth Management first reported a position in SO in Q3 2019 and held it in 2 quarters. The position peaked at $209K in Q4 2019. 1,364 funds tracked by Wall St. Rank hold SO as of Q1 2020.

  • Aries Wealth Management reported no remaining Southern Company position as of Q1 2020 after selling out during the quarter.
  • Aries Wealth Management sold 3,325 Southern Company shares in Q1 2020, an estimated $209K.
  • Aries Wealth Management first reported a position in Southern Company in Q3 2019 and held it in 2 quarters.
  • Aries Wealth Management's Southern Company position peaked at $209K in Q4 2019.
  • 1,364 funds tracked by Wall St. Rank held Southern Company as of Q1 2020.

Based on Aries Wealth Management's 13F filing for Q1 2020, filed 9 Apr 2020.