Point View Wealth Management’s Southern Company SO Stock Holding History

Point View 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
2020 Q1	–	Sell	-3,352	Closed	-$214K	–	277
2019 Q4	$214K	Sell	3,352 -351	-9%	-$21.8K	0.09%	244
2019 Q3	$229K	Sell	3,703 -566	-13%	-$32.8K	0.1%	227
2019 Q2	$236K	Sell	4,269 -127	-3%	-$6.8K	0.1%	229
2019 Q1	$227K	Sell	4,396 -650	-13%	-$31.9K	0.1%	226
2018 Q4	$222K	Sell	5,046 -65	-1%	-$2.96K	0.11%	210
2018 Q3	$223K	Hold	5,111	–	–	0.1%	232
2018 Q2	$237K	Buy	5,111 +128	+3%	+$5.73K	0.11%	216
2018 Q1	$223K	Buy	4,983 +748	+18%	+$33.2K	0.11%	220
2017 Q4	$204K	Buy	+4,235	New	+$216K	0.1%	232

Other funds holding SO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Point View Wealth Management's SO Position: Q1 2020 in Review

Point View Wealth Management sold out of Southern Company (SO) in Q1 2020, closing a stake of 3,352 shares — an estimated $214K sold.

Point View Wealth Management first reported a position in SO in Q4 2017 and held it in 9 quarters. The position peaked at $237K in Q2 2018. 1,364 funds tracked by Wall St. Rank hold SO as of Q1 2020.

Point View Wealth Management reported no remaining Southern Company position as of Q1 2020 after selling out during the quarter.
Point View Wealth Management sold 3,352 Southern Company shares in Q1 2020, an estimated $214K.
Point View Wealth Management first reported a position in Southern Company in Q4 2017 and held it in 9 quarters.
Point View Wealth Management's Southern Company position peaked at $237K in Q2 2018.
1,364 funds tracked by Wall St. Rank held Southern Company as of Q1 2020.

Based on Point View Wealth Management's 13F filing for Q1 2020, filed 8 May 2020.