RWB
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RMR Wealth Builders’s Southern Company SO Stock Holding History

RMR Wealth Builders’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
Q2 		– Sell
-822
Closed -$51K – 626
2021
Q1 		$51K Buy
822
+489
+147% +$29.3K 0.01% 365
2020
Q4 		$20K Buy
+333
New +$20K 0.01% 354
2019
Q4 		$25K Buy
+400
New +$24.8K 0.02% 296

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
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

RMR Wealth Builders's SO Position: Q2 2021 in Review

RMR Wealth Builders sold out of Southern Company (SO) in Q2 2021, closing a stake of 822 shares — an estimated $51K sold.

RMR Wealth Builders first reported a position in SO in Q4 2019 and held it in 3 quarters. The position peaked at $51K in Q1 2021. 1,504 funds tracked by Wall St. Rank hold SO as of Q2 2021.

  • RMR Wealth Builders reported no remaining Southern Company position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 822 Southern Company shares in Q2 2021, an estimated $51K.
  • RMR Wealth Builders first reported a position in Southern Company in Q4 2019 and held it in 3 quarters.
  • RMR Wealth Builders's Southern Company position peaked at $51K in Q1 2021.
  • 1,504 funds tracked by Wall St. Rank held Southern Company as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.