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Meridian Wealth Advisors’s Southern Company SO Stock Holding History

Meridian 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
-500
Closed -$22K – 352
2018
Q4 		$22K Buy
+500
New +$22.7K 0.02% 349

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Meridian Wealth Advisors's SO Position: Q1 2019 in Review

Meridian Wealth Advisors sold out of Southern Company (SO) in Q1 2019, closing a stake of 500 shares — an estimated $22K sold.

Meridian Wealth Advisors first reported a position in SO in Q4 2018 and held it in 1 quarter. The position peaked at $22K in Q4 2018. 1,268 funds tracked by Wall St. Rank hold SO as of Q1 2019.

  • Meridian Wealth Advisors reported no remaining Southern Company position as of Q1 2019 after selling out during the quarter.
  • Meridian Wealth Advisors sold 500 Southern Company shares in Q1 2019, an estimated $22K.
  • Meridian Wealth Advisors first reported a position in Southern Company in Q4 2018 and held it in 1 quarter.
  • Meridian Wealth Advisors's Southern Company position peaked at $22K in Q4 2018.
  • 1,268 funds tracked by Wall St. Rank held Southern Company as of Q1 2019.

Based on Meridian Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.