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Polaris Wealth Advisory Group’s Southern Company SO Stock Holding History

Polaris Wealth Advisory Group’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
2022
Q2 		– Sell
-113,066
Closed -$8.57M – 172
2022
Q1 		$8.57M Buy
113,066
+5,563
+5% +$377K 0.57% 53
2021
Q4 		$7.37M Sell
107,503
-828
-0.8% -$52.8K 0.42% 73
2021
Q3 		$6.79M Buy
+108,331
New +$6.97M 0.41% 72

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

Polaris Wealth Advisory Group's SO Position: Q2 2022 in Review

Polaris Wealth Advisory Group sold out of Southern Company (SO) in Q2 2022, closing a stake of 113,066 shares — an estimated $8.57M sold.

Polaris Wealth Advisory Group first reported a position in SO in Q3 2021 and held it in 3 quarters. The position peaked at $8.57M in Q1 2022. 1,680 funds tracked by Wall St. Rank hold SO as of Q2 2022.

  • Polaris Wealth Advisory Group reported no remaining Southern Company position as of Q2 2022 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 113,066 Southern Company shares in Q2 2022, an estimated $8.57M.
  • Polaris Wealth Advisory Group first reported a position in Southern Company in Q3 2021 and held it in 3 quarters.
  • Polaris Wealth Advisory Group's Southern Company position peaked at $8.57M in Q1 2022.
  • 1,680 funds tracked by Wall St. Rank held Southern Company as of Q2 2022.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2022, filed 12 Jul 2022.