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Forum Private Client Group’s Southern Company SO Stock Holding History

Forum Private Client Group’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
2022
Q3 		– Sell
-2,867
Closed -$204K – 69
2022
Q2 		$204K Buy
+2,867
New +$211K 0.15% 65

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Forum Private Client Group's SO Position: Q3 2022 in Review

Forum Private Client Group sold out of Southern Company (SO) in Q3 2022, closing a stake of 2,867 shares — an estimated $204K sold.

Forum Private Client Group first reported a position in SO in Q2 2022 and held it in 1 quarter. The position peaked at $204K in Q2 2022. 1,658 funds tracked by Wall St. Rank hold SO as of Q3 2022.

  • Forum Private Client Group reported no remaining Southern Company position as of Q3 2022 after selling out during the quarter.
  • Forum Private Client Group sold 2,867 Southern Company shares in Q3 2022, an estimated $204K.
  • Forum Private Client Group first reported a position in Southern Company in Q2 2022 and held it in 1 quarter.
  • Forum Private Client Group's Southern Company position peaked at $204K in Q2 2022.
  • 1,658 funds tracked by Wall St. Rank held Southern Company as of Q3 2022.

Based on Forum Private Client Group's 13F filing for Q3 2022, filed 10 Nov 2022.