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SYSTM Wealth Solutions’s Southern Company SO Stock Holding History

SYSTM Wealth Solutions’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
2024
Q2 		– Sell
-441
Closed -$31.6K – 928
2024
Q1 		$31.6K Sell
441
-282
-39% -$19.5K ﹤0.01% 644
2023
Q4 		$50.7K Buy
+723
New +$49.6K 0.01% 580

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
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

SYSTM Wealth Solutions's SO Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of Southern Company (SO) in Q2 2024, closing a stake of 441 shares — an estimated $31.6K sold.

SYSTM Wealth Solutions first reported a position in SO in Q4 2023 and held it in 2 quarters. The position peaked at $50.7K in Q4 2023. 1,880 funds tracked by Wall St. Rank hold SO as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining Southern Company position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 441 Southern Company shares in Q2 2024, an estimated $31.6K.
  • SYSTM Wealth Solutions first reported a position in Southern Company in Q4 2023 and held it in 2 quarters.
  • SYSTM Wealth Solutions's Southern Company position peaked at $50.7K in Q4 2023.
  • 1,880 funds tracked by Wall St. Rank held Southern Company as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.