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Northwest Wealth Management’s Southern Company SO Stock Holding History

Northwest 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
2019
Q2 		– Sell
-1,486
Closed -$77K – 410
2019
Q1 		$77K Hold
1,486
– – 0.06% 180
2018
Q4 		$65K Hold
1,486
– – 0.06% 182
2018
Q3 		$65K Hold
1,486
– – 0.05% 196
2018
Q2 		$69K Hold
1,486
– – 0.05% 192
2018
Q1 		$66K Buy
+1,486
New +$66K 0.05% 194

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

Northwest Wealth Management's SO Position: Q2 2019 in Review

Northwest Wealth Management sold out of Southern Company (SO) in Q2 2019, closing a stake of 1,486 shares — an estimated $77K sold.

Northwest Wealth Management first reported a position in SO in Q1 2018 and held it in 5 quarters. The position peaked at $77K in Q1 2019. 1,273 funds tracked by Wall St. Rank hold SO as of Q2 2019.

  • Northwest Wealth Management reported no remaining Southern Company position as of Q2 2019 after selling out during the quarter.
  • Northwest Wealth Management sold 1,486 Southern Company shares in Q2 2019, an estimated $77K.
  • Northwest Wealth Management first reported a position in Southern Company in Q1 2018 and held it in 5 quarters.
  • Northwest Wealth Management's Southern Company position peaked at $77K in Q1 2019.
  • 1,273 funds tracked by Wall St. Rank held Southern Company as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.