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Blue Bell Private Wealth Management’s Southern Company SO Stock Holding History

Blue Bell 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
2022
Q3 		– Sell
-75
Closed -$5K – 822
2022
Q2 		$5K Hold
75
– – ﹤0.01% 522
2022
Q1 		$5K Hold
75
– – ﹤0.01% 562
2021
Q4 		$5K Buy
+75
New +$4.78K ﹤0.01% 548

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Blue Bell Private Wealth Management's SO Position: Q3 2022 in Review

Blue Bell Private Wealth Management sold out of Southern Company (SO) in Q3 2022, closing a stake of 75 shares — an estimated $5K sold.

Blue Bell Private Wealth Management first reported a position in SO in Q4 2021 and held it in 3 quarters. The position peaked at $5K in Q2 2022. 1,660 funds tracked by Wall St. Rank hold SO as of Q3 2022.

  • Blue Bell Private Wealth Management reported no remaining Southern Company position as of Q3 2022 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 75 Southern Company shares in Q3 2022, an estimated $5K.
  • Blue Bell Private Wealth Management first reported a position in Southern Company in Q4 2021 and held it in 3 quarters.
  • Blue Bell Private Wealth Management's Southern Company position peaked at $5K in Q2 2022.
  • 1,660 funds tracked by Wall St. Rank held Southern Company as of Q3 2022.

Based on Blue Bell Private Wealth Management's 13F filing for Q3 2022, filed 9 Nov 2022.