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Parisi Gray Wealth Management’s Southern Company SO Stock Holding History

Parisi Gray 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
2021
Q3 		– Sell
-914
Closed -$55K – 485
2021
Q2 		$55K Buy
+914
New +$58.5K 0.02% 290
2019
Q2 		– Sell
-1,144
Closed -$59K – 397
2019
Q1 		$59K Hold
1,144
– – 0.04% 196
2018
Q4 		$50K Sell
1,144
-32
-3% -$1.46K 0.03% 204
2018
Q3 		$51K Hold
1,176
– – 0.03% 224
2018
Q2 		$56K Hold
1,176
– – 0.04% 212
2018
Q1 		$52K Hold
1,176
– – 0.04% 209
2017
Q4 		$55K Buy
+1,176
New +$59.9K 0.04% 207

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Parisi Gray Wealth Management's SO Position: Q3 2021 in Review

Parisi Gray Wealth Management sold out of Southern Company (SO) in Q3 2021, closing a stake of 914 shares — an estimated $55K sold.

Parisi Gray Wealth Management first reported a position in SO in Q4 2017 and held it in 7 quarters. The position peaked at $59K in Q1 2019. 1,488 funds tracked by Wall St. Rank hold SO as of Q3 2021.

  • Parisi Gray Wealth Management reported no remaining Southern Company position as of Q3 2021 after selling out during the quarter.
  • Parisi Gray Wealth Management sold 914 Southern Company shares in Q3 2021, an estimated $55K.
  • Parisi Gray Wealth Management first reported a position in Southern Company in Q4 2017 and held it in 7 quarters.
  • Parisi Gray Wealth Management's Southern Company position peaked at $59K in Q1 2019.
  • 1,488 funds tracked by Wall St. Rank held Southern Company as of Q3 2021.

Based on Parisi Gray Wealth Management's 13F filing for Q3 2021, filed 16 Nov 2021.