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Provident Wealth Management’s Southern Company SO Stock Holding History

Provident 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
Q4 		– Sell
-1,321
Closed -$72K – 234
2020
Q3 		$72K Buy
+1,321
New +$70.6K 0.08% 76

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Provident Wealth Management's SO Position: Q4 2020 in Review

Provident Wealth Management sold out of Southern Company (SO) in Q4 2020, closing a stake of 1,321 shares — an estimated $72K sold.

Provident Wealth Management first reported a position in SO in Q3 2020 and held it in 1 quarter. The position peaked at $72K in Q3 2020. 1,497 funds tracked by Wall St. Rank hold SO as of Q4 2020.

  • Provident Wealth Management reported no remaining Southern Company position as of Q4 2020 after selling out during the quarter.
  • Provident Wealth Management sold 1,321 Southern Company shares in Q4 2020, an estimated $72K.
  • Provident Wealth Management first reported a position in Southern Company in Q3 2020 and held it in 1 quarter.
  • Provident Wealth Management's Southern Company position peaked at $72K in Q3 2020.
  • 1,497 funds tracked by Wall St. Rank held Southern Company as of Q4 2020.

Based on Provident Wealth Management's 13F filing for Q4 2020, filed 20 Jan 2021.