Beacon Pointe Wealth Advisors’s Southern Company SO Stock Holding History

Beacon Pointe Wealth Advisors’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
2019 Q4	$369K	Sell	5,802 -796	-12%	-$49.3K	0.07%	192
2019 Q3	$407K	Buy	6,598 +1,016	+18%	+$58.9K	0.09%	173
2019 Q2	$309K	Buy	5,582 +727	+15%	+$38.9K	0.07%	209
2019 Q1	$251K	Buy	4,855 +16	+0.3%	+$784	0.06%	227
2018 Q4	$212K	Buy	+4,839	New	+$220K	0.08%	208

Other funds holding SO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Beacon Pointe Wealth Advisors's SO Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors reduced its Southern Company (SO) stake by 12% in Q4 2019, selling an estimated $49.3K and leaving 5,802 shares worth $369K. The position accounts for 0.07% of the portfolio, ranked #192.

Beacon Pointe Wealth Advisors first reported a position in SO in Q4 2018 and has held it in 5 quarters since. The position peaked at $407K in Q3 2019. 1,445 funds tracked by Wall St. Rank hold SO as of Q4 2019.

Beacon Pointe Wealth Advisors held 5,802 shares of Southern Company worth $369K as of Q4 2019.
Beacon Pointe Wealth Advisors sold 796 Southern Company shares in Q4 2019, an estimated $49.3K.
Southern Company made up 0.07% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #192 holding.
Beacon Pointe Wealth Advisors first reported a position in Southern Company in Q4 2018 and has held it in 5 quarters since.
Beacon Pointe Wealth Advisors's Southern Company position peaked at $407K in Q3 2019.
1,445 funds tracked by Wall St. Rank held Southern Company as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.