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Insight Wealth Strategies’s Southern Company SO Stock Holding History

Insight Wealth Strategies’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
2021
Q2 		– Sell
-3,844
Closed -$239K – 229
2021
Q1 		$239K Sell
3,844
-274
-7% -$16.4K 0.03% 202
2020
Q4 		$253K Sell
4,118
-683
-14% -$41.1K 0.04% 191
2020
Q3 		$260K Buy
+4,801
New +$257K 0.05% 159

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Insight Wealth Strategies's SO Position: Q2 2021 in Review

Insight Wealth Strategies sold out of Southern Company (SO) in Q2 2021, closing a stake of 3,844 shares — an estimated $239K sold.

Insight Wealth Strategies first reported a position in SO in Q3 2020 and held it in 3 quarters. The position peaked at $260K in Q3 2020. 1,504 funds tracked by Wall St. Rank hold SO as of Q2 2021.

  • Insight Wealth Strategies reported no remaining Southern Company position as of Q2 2021 after selling out during the quarter.
  • Insight Wealth Strategies sold 3,844 Southern Company shares in Q2 2021, an estimated $239K.
  • Insight Wealth Strategies first reported a position in Southern Company in Q3 2020 and held it in 3 quarters.
  • Insight Wealth Strategies's Southern Company position peaked at $260K in Q3 2020.
  • 1,504 funds tracked by Wall St. Rank held Southern Company as of Q2 2021.

Based on Insight Wealth Strategies's 13F filing for Q2 2021, filed 12 Aug 2021.