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Clearview Wealth Advisors’s Southern Company SO Stock Holding History

Clearview 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
2023
Q3 		– Sell
-1,273
Closed -$89.4K – 548
2023
Q2 		$89.4K Sell
1,273
-109
-8% -$7.82K 0.09% 151
2023
Q1 		$96.2K Buy
1,382
+3
+0.2% +$202 0.1% 148
2022
Q4 		$98.5K Sell
1,379
-22
-2% -$1.47K 0.08% 120
2022
Q3 		$95K Buy
1,401
+2
+0.1% +$152 0.08% 120
2022
Q2 		$100K Sell
1,399
-130
-9% -$9.54K 0.07% 125
2022
Q1 		$111K Sell
1,529
-79
-5% -$5.35K 0.07% 132
2021
Q4 		$110K Sell
1,608
-691
-30% -$44.1K 0.07% 147
2021
Q3 		$142K Buy
2,299
+20
+0.9% +$1.29K 0.09% 134
2021
Q2 		$138K Sell
2,279
-25
-1% -$1.6K 0.09% 134
2021
Q1 		$143K Buy
2,304
+80
+4% +$4.79K 0.09% 135
2020
Q4 		$137K Buy
+2,224
New +$134K 0.09% 123

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Clearview Wealth Advisors's SO Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Southern Company (SO) in Q3 2023, closing a stake of 1,273 shares — an estimated $89.4K sold.

Clearview Wealth Advisors first reported a position in SO in Q4 2020 and held it in 11 quarters. The position peaked at $143K in Q1 2021. 1,708 funds tracked by Wall St. Rank hold SO as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Southern Company position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 1,273 Southern Company shares in Q3 2023, an estimated $89.4K.
  • Clearview Wealth Advisors first reported a position in Southern Company in Q4 2020 and held it in 11 quarters.
  • Clearview Wealth Advisors's Southern Company position peaked at $143K in Q1 2021.
  • 1,708 funds tracked by Wall St. Rank held Southern Company as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.