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Atlanta Financial Associates’s Southern Company SO Stock Holding History

Atlanta Financial Associates’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
2021
Q1 		$257K Hold
4,180
– – 0.12% 61
2020
Q4 		$257K Buy
+4,180
New +$251K 0.12% 61
2020
Q2 		– Sell
-3,815
Closed -$207K – 68
2020
Q1 		$207K Buy
+3,815
New +$242K 0.16% 56

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

Atlanta Financial Associates's SO Position: Q1 2021 in Review

Atlanta Financial Associates held its Southern Company (SO) position steady in Q1 2021 at 4,180 shares worth $257K. The position accounts for 0.12% of the portfolio, ranked #61.

Atlanta Financial Associates first reported a position in SO in Q1 2020 and has held it in 3 quarters since. 1,487 funds tracked by Wall St. Rank hold SO as of Q1 2021.

  • Atlanta Financial Associates held 4,180 shares of Southern Company worth $257K as of Q1 2021.
  • Atlanta Financial Associates left its Southern Company share count unchanged in Q1 2021.
  • Southern Company made up 0.12% of Atlanta Financial Associates's portfolio in Q1 2021, its #61 holding.
  • Atlanta Financial Associates first reported a position in Southern Company in Q1 2020 and has held it in 3 quarters since.
  • 1,487 funds tracked by Wall St. Rank held Southern Company as of Q1 2021.

Based on Atlanta Financial Associates's 13F filing for Q1 2021, filed 19 May 2021.