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Pacific Center for Financial Services’s Southern Company SO Stock Holding History

Pacific Center for Financial Services’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
2021
Q1 		– Sell
-334
Closed -$21K – 343
2020
Q4 		$21K Buy
+334
New +$20.1K 0.01% 204

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Pacific Center for Financial Services's SO Position: Q1 2021 in Review

Pacific Center for Financial Services sold out of Southern Company (SO) in Q1 2021, closing a stake of 334 shares — an estimated $21K sold.

Pacific Center for Financial Services first reported a position in SO in Q4 2020 and held it in 1 quarter. The position peaked at $21K in Q4 2020. 1,487 funds tracked by Wall St. Rank hold SO as of Q1 2021.

  • Pacific Center for Financial Services reported no remaining Southern Company position as of Q1 2021 after selling out during the quarter.
  • Pacific Center for Financial Services sold 334 Southern Company shares in Q1 2021, an estimated $21K.
  • Pacific Center for Financial Services first reported a position in Southern Company in Q4 2020 and held it in 1 quarter.
  • Pacific Center for Financial Services's Southern Company position peaked at $21K in Q4 2020.
  • 1,487 funds tracked by Wall St. Rank held Southern Company as of Q1 2021.

Based on Pacific Center for Financial Services's 13F filing for Q1 2021, filed 17 May 2021.