Signet Investment Advisory Group’s Southern Company SO Stock Holding History

Signet Investment 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
2021 Q1	–	Sell	-4,775	Closed	-$293K	–	176
2020 Q4	$293K	Buy	+4,775	New	+$287K	0.23%	64
2019 Q4	$353K	Hold	5,550	–	–	0.33%	60
2019 Q3	$343K	Sell	5,550 -225	-4%	-$13K	0.35%	57
2019 Q2	$319K	Sell	5,775 -25	-0.4%	-$1.34K	0.33%	57
2019 Q1	$299K	Hold	5,800	–	–	0.32%	58
2018 Q4	$254K	Buy	+5,800	New	+$264K	0.29%	55

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Signet Investment Advisory Group's SO Position: Q1 2021 in Review

Signet Investment Advisory Group sold out of Southern Company (SO) in Q1 2021, closing a stake of 4,775 shares — an estimated $293K sold.

Signet Investment Advisory Group first reported a position in SO in Q4 2018 and held it in 6 quarters. The position peaked at $353K in Q4 2019. 1,487 funds tracked by Wall St. Rank hold SO as of Q1 2021.

Signet Investment Advisory Group reported no remaining Southern Company position as of Q1 2021 after selling out during the quarter.
Signet Investment Advisory Group sold 4,775 Southern Company shares in Q1 2021, an estimated $293K.
Signet Investment Advisory Group first reported a position in Southern Company in Q4 2018 and held it in 6 quarters.
Signet Investment Advisory Group's Southern Company position peaked at $353K in Q4 2019.
1,487 funds tracked by Wall St. Rank held Southern Company as of Q1 2021.

Based on Signet Investment Advisory Group's 13F filing for Q1 2021, filed 11 May 2021.