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Marks Group Wealth Management’s Southern Company SO Stock Holding History

Marks Group Wealth Management’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
-10,907
Closed -$695K – 244
2019
Q4 		$695K Buy
+10,907
New +$676K 0.14% 152

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

Marks Group Wealth Management's SO Position: Q1 2020 in Review

Marks Group Wealth Management sold out of Southern Company (SO) in Q1 2020, closing a stake of 10,907 shares — an estimated $695K sold.

Marks Group Wealth Management first reported a position in SO in Q4 2019 and held it in 1 quarter. The position peaked at $695K in Q4 2019. 1,364 funds tracked by Wall St. Rank hold SO as of Q1 2020.

  • Marks Group Wealth Management reported no remaining Southern Company position as of Q1 2020 after selling out during the quarter.
  • Marks Group Wealth Management sold 10,907 Southern Company shares in Q1 2020, an estimated $695K.
  • Marks Group Wealth Management first reported a position in Southern Company in Q4 2019 and held it in 1 quarter.
  • Marks Group Wealth Management's Southern Company position peaked at $695K in Q4 2019.
  • 1,364 funds tracked by Wall St. Rank held Southern Company as of Q1 2020.

Based on Marks Group Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.