JOYN Advisors’s Southern Company SO Stock Holding History

JOYN 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	$240K	Buy	4,440 +89	+2%	+$5.64K	0.08%	85
2019 Q4	$277K	Buy	4,351 +9	+0.2%	+$558	0.06%	89
2019 Q3	$268K	Sell	4,342 -350	-7%	-$20.3K	0.06%	82
2019 Q2	$262K	Buy	4,692 +676	+17%	+$36.2K	0.06%	91
2019 Q1	$208K	Sell	4,016 -1,006	-20%	-$49.3K	0.05%	110
2018 Q4	$221K	Buy	5,022 +786	+19%	+$35.7K	0.05%	102
2018 Q3	$185K	Sell	4,236 -278	-6%	-$12.8K	0.03%	150
2018 Q2	$209K	Buy	4,514 +3,990	+761%	+$179K	0.04%	136
2018 Q1	$23K	Buy	+524	New	+$23.3K	﹤0.01%	641

Other funds holding SO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

JOYN Advisors's SO Position: Q1 2020 in Review

JOYN Advisors increased its Southern Company (SO) stake by 2% in Q1 2020, buying an estimated $5.64K and bringing the position to 4,440 shares worth $240K. The position accounts for 0.08% of the portfolio, ranked #85.

JOYN Advisors first reported a position in SO in Q1 2018 and has held it in 9 quarters since. The position peaked at $277K in Q4 2019. 1,364 funds tracked by Wall St. Rank hold SO as of Q1 2020.

JOYN Advisors held 4,440 shares of Southern Company worth $240K as of Q1 2020.
JOYN Advisors bought 89 Southern Company shares in Q1 2020, an estimated $5.64K.
Southern Company made up 0.08% of JOYN Advisors's portfolio in Q1 2020, its #85 holding.
JOYN Advisors first reported a position in Southern Company in Q1 2018 and has held it in 9 quarters since.
JOYN Advisors's Southern Company position peaked at $277K in Q4 2019.
1,364 funds tracked by Wall St. Rank held Southern Company as of Q1 2020.

Based on JOYN Advisors's 13F filing for Q1 2020, filed 30 Apr 2020.