BWA
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Burt Wealth Advisors’s Southern Company SO Stock Holding History

Burt 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
2021
Q1 		– Sell
-166
Closed -$10K – 311
2020
Q4 		$10K Hold
166
– – ﹤0.01% 282
2020
Q3 		$9K Hold
166
– – ﹤0.01% 287
2020
Q2 		$9K Hold
166
– – ﹤0.01% 272
2020
Q1 		$9K Buy
+166
New +$10.5K ﹤0.01% 274
2019
Q2 		– Sell
-621
Closed -$32K – 366
2019
Q1 		$32K Buy
621
+8
+1% +$392 0.01% 203
2018
Q4 		$27K Buy
613
+7
+1% +$318 0.01% 210
2018
Q3 		$26K Buy
606
+8
+1% +$369 0.01% 231
2018
Q2 		$28K Sell
598
-491
-45% -$22K 0.01% 220
2018
Q1 		$49K Buy
1,089
+7
+0.6% +$311 0.02% 181
2017
Q4 		$52K Buy
1,082
+7
+0.7% +$357 0.03% 178
2017
Q3 		$53K Sell
1,075
-562
-34% -$27.2K 0.03% 173
2017
Q2 		$78K Buy
+1,637
New +$82.1K 0.05% 145
2016
Q2 		– Sell
-100
Closed -$5K – 548
2016
Q1 		$5K Hold
100
– – ﹤0.01% 383
2015
Q4 		$4K Buy
+100
New +$4.53K ﹤0.01% 407

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return