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Baker Tilly Wealth Management’s Southern Company SO Stock Holding History

Baker Tilly 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
-4,404
Closed -$274K – 507
2021
Q1 		$274K Buy
+4,404
New +$264K 0.06% 379

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

Baker Tilly Wealth Management's SO Position: Q2 2021 in Review

Baker Tilly Wealth Management sold out of Southern Company (SO) in Q2 2021, closing a stake of 4,404 shares — an estimated $274K sold.

Baker Tilly Wealth Management first reported a position in SO in Q1 2021 and held it in 1 quarter. The position peaked at $274K in Q1 2021. 1,504 funds tracked by Wall St. Rank hold SO as of Q2 2021.

  • Baker Tilly Wealth Management reported no remaining Southern Company position as of Q2 2021 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 4,404 Southern Company shares in Q2 2021, an estimated $274K.
  • Baker Tilly Wealth Management first reported a position in Southern Company in Q1 2021 and held it in 1 quarter.
  • Baker Tilly Wealth Management's Southern Company position peaked at $274K in Q1 2021.
  • 1,504 funds tracked by Wall St. Rank held Southern Company as of Q2 2021.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2021, filed 30 Jul 2021.