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ShoreHaven Wealth Partners’s Southern Company SO Stock Holding History

ShoreHaven Wealth Partners’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
-477
Closed -$30K – 224
2021
Q1 		$30K Buy
477
+6
+1% +$359 0.02% 146
2020
Q4 		$29K Buy
+471
New +$28.3K 0.02% 137

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

ShoreHaven Wealth Partners's SO Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of Southern Company (SO) in Q2 2021, closing a stake of 477 shares — an estimated $30K sold.

ShoreHaven Wealth Partners first reported a position in SO in Q4 2020 and held it in 2 quarters. The position peaked at $30K in Q1 2021. 1,505 funds tracked by Wall St. Rank hold SO as of Q2 2021.

  • ShoreHaven Wealth Partners reported no remaining Southern Company position as of Q2 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 477 Southern Company shares in Q2 2021, an estimated $30K.
  • ShoreHaven Wealth Partners first reported a position in Southern Company in Q4 2020 and held it in 2 quarters.
  • ShoreHaven Wealth Partners's Southern Company position peaked at $30K in Q1 2021.
  • 1,505 funds tracked by Wall St. Rank held Southern Company as of Q2 2021.

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