Modus Advisors’s Southern Company SO Stock Holding History

Modus 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 Q3	–	Sell	-30	Closed	-$2K	–	188
2020 Q2	$2K	Buy	+30	New	+$1.67K	﹤0.01%	210

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Modus Advisors's SO Position: Q3 2020 in Review

Modus Advisors sold out of Southern Company (SO) in Q3 2020, closing a stake of 30 shares — an estimated $2K sold.

Modus Advisors first reported a position in SO in Q2 2020 and held it in 1 quarter. The position peaked at $2K in Q2 2020. 1,360 funds tracked by Wall St. Rank hold SO as of Q3 2020.

Modus Advisors reported no remaining Southern Company position as of Q3 2020 after selling out during the quarter.
Modus Advisors sold 30 Southern Company shares in Q3 2020, an estimated $2K.
Modus Advisors first reported a position in Southern Company in Q2 2020 and held it in 1 quarter.
Modus Advisors's Southern Company position peaked at $2K in Q2 2020.
1,360 funds tracked by Wall St. Rank held Southern Company as of Q3 2020.

Based on Modus Advisors's 13F filing for Q3 2020, filed 1 Oct 2020.