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Clarus Wealth Advisors’s Southern Company SO Stock Holding History

Clarus 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
Q3 		– Sell
-73
Closed -$4K – 489
2019
Q2 		$4K Sell
73
-1,016
-93% -$54.4K ﹤0.01% 523
2019
Q1 		$56K Buy
1,089
+10
+0.9% +$490 0.04% 271
2018
Q4 		$47K Sell
1,079
-192
-15% -$8.73K 0.07% 267
2018
Q3 		$55K Sell
1,271
-211
-14% -$9.72K 0.04% 284
2018
Q2 		$66K Buy
+1,482
New +$66.3K 0.05% 242

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

Clarus Wealth Advisors's SO Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Southern Company (SO) in Q3 2019, closing a stake of 73 shares — an estimated $4K sold.

Clarus Wealth Advisors first reported a position in SO in Q2 2018 and held it in 5 quarters. The position peaked at $66K in Q2 2018. 1,319 funds tracked by Wall St. Rank hold SO as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining Southern Company position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 73 Southern Company shares in Q3 2019, an estimated $4K.
  • Clarus Wealth Advisors first reported a position in Southern Company in Q2 2018 and held it in 5 quarters.
  • Clarus Wealth Advisors's Southern Company position peaked at $66K in Q2 2018.
  • 1,319 funds tracked by Wall St. Rank held Southern Company as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.