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Sound View Wealth Advisors’s Southern Company SO Stock Holding History

Sound View Wealth Advisors’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
2019
Q1 		$4.31M Sell
83,423
-9
-0% -$441 1.35% 15
2018
Q4 		$3.66M Buy
+83,432
New +$3.79M 1.33% 16

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sound View Wealth Advisors's SO Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its Southern Company (SO) stake by 0.01% in Q1 2019, selling an estimated $441 and leaving 83,423 shares worth $4.31M. The position accounts for 1.35% of the portfolio, ranked #15.

Sound View Wealth Advisors first reported a position in SO in Q4 2018 and has held it in 2 quarters since. 1,268 funds tracked by Wall St. Rank hold SO as of Q1 2019.

  • Sound View Wealth Advisors held 83,423 shares of Southern Company worth $4.31M as of Q1 2019.
  • Sound View Wealth Advisors sold 9 Southern Company shares in Q1 2019, an estimated $441.
  • Southern Company made up 1.35% of Sound View Wealth Advisors's portfolio in Q1 2019, its #15 holding.
  • Sound View Wealth Advisors first reported a position in Southern Company in Q4 2018 and has held it in 2 quarters since.
  • 1,268 funds tracked by Wall St. Rank held Southern Company as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.