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Atlas Private Wealth Management’s Southern Company SO Stock Holding History

Atlas Private 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
2021
Q2 		– Sell
-176
Closed -$11K – 331
2021
Q1 		$11K Buy
176
+76
+76% +$4.55K 0.01% 306
2020
Q4 		$6K Sell
100
-110
-52% -$6.61K ﹤0.01% 336
2020
Q3 		$11K Sell
210
-480
-70% -$25.7K 0.01% 303
2020
Q2 		$36K Hold
690
– – 0.03% 217
2020
Q1 		$37K Hold
690
– – 0.03% 203
2019
Q4 		$44K Buy
+690
New +$42.8K 0.03% 214

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Atlas Private Wealth Management's SO Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of Southern Company (SO) in Q2 2021, closing a stake of 176 shares — an estimated $11K sold.

Atlas Private Wealth Management first reported a position in SO in Q4 2019 and held it in 6 quarters. The position peaked at $44K in Q4 2019. 1,504 funds tracked by Wall St. Rank hold SO as of Q2 2021.

  • Atlas Private Wealth Management reported no remaining Southern Company position as of Q2 2021 after selling out during the quarter.
  • Atlas Private Wealth Management sold 176 Southern Company shares in Q2 2021, an estimated $11K.
  • Atlas Private Wealth Management first reported a position in Southern Company in Q4 2019 and held it in 6 quarters.
  • Atlas Private Wealth Management's Southern Company position peaked at $44K in Q4 2019.
  • 1,504 funds tracked by Wall St. Rank held Southern Company as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.