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One Wealth Advisors’s Southern Company SO Stock Holding History

One 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
2023
Q1 		– Sell
-285
Closed -$20.4K – 535
2022
Q4 		$20.4K Buy
+285
New +$19.1K ﹤0.01% 527

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

One Wealth Advisors's SO Position: Q1 2023 in Review

One Wealth Advisors sold out of Southern Company (SO) in Q1 2023, closing a stake of 285 shares — an estimated $20.4K sold.

One Wealth Advisors first reported a position in SO in Q4 2022 and held it in 1 quarter. The position peaked at $20.4K in Q4 2022. 1,701 funds tracked by Wall St. Rank hold SO as of Q1 2023.

  • One Wealth Advisors reported no remaining Southern Company position as of Q1 2023 after selling out during the quarter.
  • One Wealth Advisors sold 285 Southern Company shares in Q1 2023, an estimated $20.4K.
  • One Wealth Advisors first reported a position in Southern Company in Q4 2022 and held it in 1 quarter.
  • One Wealth Advisors's Southern Company position peaked at $20.4K in Q4 2022.
  • 1,701 funds tracked by Wall St. Rank held Southern Company as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.