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CFM Wealth Partners’s Southern Company SO Stock Holding History

CFM Wealth Partners’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
Q3 		– Sell
-2,346
Closed -$121K – 413
2020
Q2 		$121K Hold
2,346
– – 0.05% 182
2020
Q1 		$127K Buy
2,346
+300
+15% +$19K 0.06% 169
2019
Q4 		$135K Buy
+2,046
New +$127K 0.05% 176

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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

CFM Wealth Partners's SO Position: Q3 2020 in Review

CFM Wealth Partners sold out of Southern Company (SO) in Q3 2020, closing a stake of 2,346 shares — an estimated $121K sold.

CFM Wealth Partners first reported a position in SO in Q4 2019 and held it in 3 quarters. The position peaked at $135K in Q4 2019. 1,360 funds tracked by Wall St. Rank hold SO as of Q3 2020.

  • CFM Wealth Partners reported no remaining Southern Company position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 2,346 Southern Company shares in Q3 2020, an estimated $121K.
  • CFM Wealth Partners first reported a position in Southern Company in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's Southern Company position peaked at $135K in Q4 2019.
  • 1,360 funds tracked by Wall St. Rank held Southern Company as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.