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TFO Wealth Partners’s Southern Company SO Stock Holding History

TFO Wealth Partners’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
2023
Q4 		– Sell
-13
Closed -$913 – 1072
2023
Q3 		$913 Buy
+13
New +$902 ﹤0.01% 306
2022
Q3 		– Sell
-135
Closed -$10K – 441
2022
Q2 		$10K Sell
135
-707
-84% -$51.9K ﹤0.01% 130
2022
Q1 		$61K Buy
+842
New +$57K 0.01% 72

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

TFO Wealth Partners's SO Position: Q4 2023 in Review

TFO Wealth Partners sold out of Southern Company (SO) in Q4 2023, closing a stake of 13 shares — an estimated $913 sold.

TFO Wealth Partners first reported a position in SO in Q1 2022 and held it in 3 quarters. The position peaked at $61K in Q1 2022. 1,836 funds tracked by Wall St. Rank hold SO as of Q4 2023.

  • TFO Wealth Partners reported no remaining Southern Company position as of Q4 2023 after selling out during the quarter.
  • TFO Wealth Partners sold 13 Southern Company shares in Q4 2023, an estimated $913.
  • TFO Wealth Partners first reported a position in Southern Company in Q1 2022 and held it in 3 quarters.
  • TFO Wealth Partners's Southern Company position peaked at $61K in Q1 2022.
  • 1,836 funds tracked by Wall St. Rank held Southern Company as of Q4 2023.

Based on TFO Wealth Partners's 13F filing for Q4 2023, filed 12 Feb 2024.