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ERTS Wealth Advisors’s Southern Company SO Stock Holding History

ERTS 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
2020
Q1 		– Sell
-8,062
Closed -$514K – 91
2019
Q4 		$514K Sell
8,062
-190
-2% -$11.8K 0.23% 43
2019
Q3 		$510K Sell
8,252
-1,115
-12% -$64.6K 0.26% 42
2019
Q2 		$518K Hold
9,367
– – 0.29% 45
2019
Q1 		$484K Sell
9,367
-400
-4% -$19.6K 0.29% 46
2018
Q4 		$429K Buy
+9,767
New +$444K 0.31% 44

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

ERTS Wealth Advisors's SO Position: Q1 2020 in Review

ERTS Wealth Advisors sold out of Southern Company (SO) in Q1 2020, closing a stake of 8,062 shares — an estimated $514K sold.

ERTS Wealth Advisors first reported a position in SO in Q4 2018 and held it in 5 quarters. The position peaked at $518K in Q2 2019. 1,364 funds tracked by Wall St. Rank hold SO as of Q1 2020.

  • ERTS Wealth Advisors reported no remaining Southern Company position as of Q1 2020 after selling out during the quarter.
  • ERTS Wealth Advisors sold 8,062 Southern Company shares in Q1 2020, an estimated $514K.
  • ERTS Wealth Advisors first reported a position in Southern Company in Q4 2018 and held it in 5 quarters.
  • ERTS Wealth Advisors's Southern Company position peaked at $518K in Q2 2019.
  • 1,364 funds tracked by Wall St. Rank held Southern Company as of Q1 2020.

Based on ERTS Wealth Advisors's 13F filing for Q1 2020, filed 15 May 2020.