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SVA Wealth Management’s Southern Company SO Stock Holding History

SVA 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
2019
Q4 		– Sell
-3,504
Closed -$216K – 212
2019
Q3 		$216K Sell
3,504
-325
-8% -$18.8K 0.02% 193
2019
Q2 		$212K Buy
+3,829
New +$205K 0.02% 199
2018
Q2 		– Sell
-6,488
Closed -$319K – 231
2018
Q1 		$319K Buy
6,488
+2,288
+54% +$102K 0.04% 174
2017
Q4 		$202K Sell
4,200
-2,288
-35% -$117K 0.02% 201
2017
Q3 		$319K Buy
6,488
+76
+1% +$3.68K 0.04% 174
2017
Q2 		$307K Sell
6,412
-40
-0.6% -$2K 0.04% 165
2017
Q1 		$321K Sell
6,452
-1,056
-14% -$52.2K 0.04% 158
2016
Q4 		$369K Sell
7,508
-100
-1% -$4.91K 0.06% 155
2016
Q3 		$390K Sell
7,608
-200
-3% -$10.5K 0.06% 150
2016
Q2 		$419K Sell
7,808
-360
-4% -$18.1K 0.07% 149
2016
Q1 		$423K Sell
8,168
-1,208
-13% -$58.8K 0.07% 151
2015
Q4 		$439K Sell
9,376
-1,498
-14% -$67.9K 0.08% 162
2015
Q3 		$486K Sell
10,874
-40
-0.4% -$1.75K 0.09% 150
2015
Q2 		$457K Sell
10,914
-1,286
-11% -$56K 0.08% 157
2015
Q1 		$540K Buy
12,200
+837
+7% +$39.8K 0.1% 154
2014
Q4 		$558K Buy
11,363
+1,643
+17% +$77.6K 0.2% 109
2014
Q3 		$424K Sell
9,720
-424
-4% -$18.6K 0.18% 106
2014
Q2 		$460K Sell
10,144
-624
-6% -$27.6K 0.2% 103
2014
Q1 		$473K Sell
10,768
-6,724
-38% -$282K 0.22% 98
2013
Q4 		$719K Buy
+17,492
New +$722K 0.43% 63

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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SVA Wealth Management's SO Position: Q4 2019 in Review

SVA Wealth Management sold out of Southern Company (SO) in Q4 2019, closing a stake of 3,504 shares — an estimated $216K sold.

SVA Wealth Management first reported a position in SO in Q4 2013 and held it in 20 quarters. The position peaked at $719K in Q4 2013. 1,445 funds tracked by Wall St. Rank hold SO as of Q4 2019.

  • SVA Wealth Management reported no remaining Southern Company position as of Q4 2019 after selling out during the quarter.
  • SVA Wealth Management sold 3,504 Southern Company shares in Q4 2019, an estimated $216K.
  • SVA Wealth Management first reported a position in Southern Company in Q4 2013 and held it in 20 quarters.
  • SVA Wealth Management's Southern Company position peaked at $719K in Q4 2013.
  • 1,445 funds tracked by Wall St. Rank held Southern Company as of Q4 2019.

Based on SVA Wealth Management's 13F filing for Q4 2019, filed 11 Feb 2020.