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Phoenix Wealth Advisors’s Southern Company SO Stock Holding History

Phoenix 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
2021
Q4 		– Sell
-250
Closed -$15K – 322
2021
Q3 		$15K Hold
250
– – 0.01% 284
2021
Q2 		$15K Hold
250
– – 0.01% 276
2021
Q1 		$16K Hold
250
– – 0.01% 270
2020
Q4 		$15K Buy
+250
New +$15K 0.01% 279

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

Phoenix Wealth Advisors's SO Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of Southern Company (SO) in Q4 2021, closing a stake of 250 shares — an estimated $15K sold.

Phoenix Wealth Advisors first reported a position in SO in Q4 2020 and held it in 4 quarters. The position peaked at $16K in Q1 2021. 1,652 funds tracked by Wall St. Rank hold SO as of Q4 2021.

  • Phoenix Wealth Advisors reported no remaining Southern Company position as of Q4 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 250 Southern Company shares in Q4 2021, an estimated $15K.
  • Phoenix Wealth Advisors first reported a position in Southern Company in Q4 2020 and held it in 4 quarters.
  • Phoenix Wealth Advisors's Southern Company position peaked at $16K in Q1 2021.
  • 1,652 funds tracked by Wall St. Rank held Southern Company as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.