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Sunflower Bank Wealth Management’s Southern Company SO Stock Holding History

Sunflower Bank Wealth Management’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
2020
Q3 		$435K Sell
8,032
-190
-2% -$10.2K 0.15% 76
2020
Q2 		$426K Buy
+8,222
New +$457K 0.14% 85

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 $3.37T AUM 44.26% 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
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Sunflower Bank Wealth Management's SO Position: Q3 2020 in Review

Sunflower Bank Wealth Management reduced its Southern Company (SO) stake by 2.3% in Q3 2020, selling an estimated $10.2K and leaving 8,032 shares worth $435K. The position accounts for 0.15% of the portfolio, ranked #76.

Sunflower Bank Wealth Management first reported a position in SO in Q2 2020 and has held it in 2 quarters since. 1,360 funds tracked by Wall St. Rank hold SO as of Q3 2020.

  • Sunflower Bank Wealth Management held 8,032 shares of Southern Company worth $435K as of Q3 2020.
  • Sunflower Bank Wealth Management sold 190 Southern Company shares in Q3 2020, an estimated $10.2K.
  • Southern Company made up 0.15% of Sunflower Bank Wealth Management's portfolio in Q3 2020, its #76 holding.
  • Sunflower Bank Wealth Management first reported a position in Southern Company in Q2 2020 and has held it in 2 quarters since.
  • 1,360 funds tracked by Wall St. Rank held Southern Company as of Q3 2020.

Based on Sunflower Bank Wealth Management's 13F filing for Q3 2020, filed 23 Oct 2020.