RVW Wealth’s Southern Company SO Stock Holding History

RVW Wealth’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
2023 Q4	–	Sell	-548	Closed	-$35.5K	–	329
2023 Q3	$35.5K	Buy	+548	New	+$38K	﹤0.01%	269

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

RVW Wealth's SO Position: Q4 2023 in Review

RVW Wealth sold out of Southern Company (SO) in Q4 2023, closing a stake of 548 shares — an estimated $35.5K sold.

RVW Wealth first reported a position in SO in Q3 2023 and held it in 1 quarter. The position peaked at $35.5K in Q3 2023. 1,836 funds tracked by Wall St. Rank hold SO as of Q4 2023.

RVW Wealth reported no remaining Southern Company position as of Q4 2023 after selling out during the quarter.
RVW Wealth sold 548 Southern Company shares in Q4 2023, an estimated $35.5K.
RVW Wealth first reported a position in Southern Company in Q3 2023 and held it in 1 quarter.
RVW Wealth's Southern Company position peaked at $35.5K in Q3 2023.
1,836 funds tracked by Wall St. Rank held Southern Company as of Q4 2023.

Based on RVW Wealth's 13F filing for Q4 2023, filed 8 Jan 2024.