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Aviso Wealth Management’s Southern Company SO Stock Holding History

Aviso 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
2024
Q2 		– Sell
-4,194
Closed -$301K – 156
2024
Q1 		$301K Buy
4,194
+151
+4% +$10.4K 0.19% 114
2023
Q4 		$284K Buy
+4,043
New +$278K 0.21% 109

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
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

Aviso Wealth Management's SO Position: Q2 2024 in Review

Aviso Wealth Management sold out of Southern Company (SO) in Q2 2024, closing a stake of 4,194 shares — an estimated $301K sold.

Aviso Wealth Management first reported a position in SO in Q4 2023 and held it in 2 quarters. The position peaked at $301K in Q1 2024. 1,880 funds tracked by Wall St. Rank hold SO as of Q2 2024.

  • Aviso Wealth Management reported no remaining Southern Company position as of Q2 2024 after selling out during the quarter.
  • Aviso Wealth Management sold 4,194 Southern Company shares in Q2 2024, an estimated $301K.
  • Aviso Wealth Management first reported a position in Southern Company in Q4 2023 and held it in 2 quarters.
  • Aviso Wealth Management's Southern Company position peaked at $301K in Q1 2024.
  • 1,880 funds tracked by Wall St. Rank held Southern Company as of Q2 2024.

Based on Aviso Wealth Management's 13F filing for Q2 2024, filed 15 Aug 2024.