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BNC Wealth Management’s Southern Company SO Stock Holding History

BNC 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
2020
Q4 		– Sell
-1,253
Closed -$68K – 403
2020
Q3 		$68K Buy
+1,253
New +$67K 0.05% 147

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

BNC Wealth Management's SO Position: Q4 2020 in Review

BNC Wealth Management sold out of Southern Company (SO) in Q4 2020, closing a stake of 1,253 shares — an estimated $68K sold.

BNC Wealth Management first reported a position in SO in Q3 2020 and held it in 1 quarter. The position peaked at $68K in Q3 2020. 1,497 funds tracked by Wall St. Rank hold SO as of Q4 2020.

  • BNC Wealth Management reported no remaining Southern Company position as of Q4 2020 after selling out during the quarter.
  • BNC Wealth Management sold 1,253 Southern Company shares in Q4 2020, an estimated $68K.
  • BNC Wealth Management first reported a position in Southern Company in Q3 2020 and held it in 1 quarter.
  • BNC Wealth Management's Southern Company position peaked at $68K in Q3 2020.
  • 1,497 funds tracked by Wall St. Rank held Southern Company as of Q4 2020.

Based on BNC Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.