GWA
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Guidant Wealth Advisors’s Southern Company SO Stock Holding History

Guidant 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
Q1 		– Sell
-200
Closed -$8K – 292
2018
Q4 		$8K Sell
200
-17
-8% -$773 ﹤0.01% 205
2018
Q3 		$9K Hold
217
– – ﹤0.01% 149
2018
Q2 		$10K Hold
217
– – ﹤0.01% 147
2018
Q1 		$9K Buy
217
+17
+9% +$755 ﹤0.01% 151
2017
Q4 		$9K Hold
200
– – ﹤0.01% 155
2017
Q3 		$9K Hold
200
– – 0.01% 164
2017
Q2 		$9K Hold
200
– – ﹤0.01% 203
2017
Q1 		$10K Hold
200
– – 0.01% 173
2016
Q4 		$10K Hold
200
– – 0.01% 164
2016
Q3 		$10K Buy
+200
New +$10.5K 0.01% 162

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return