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Traverso Chambers Private Wealth Management’s Southern Company SO Stock Holding History

Traverso Chambers Private 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
2023
Q4 		$771K Sell
11,002
-16
-0.1% -$1.1K 0.19% 62
2023
Q3 		$713K Buy
11,018
+391
+4% +$27.1K 0.19% 61
2023
Q2 		$747K Sell
10,627
-121
-1% -$8.68K 0.2% 58
2023
Q1 		$748K Sell
10,748
-29
-0.3% -$1.95K 0.21% 56
2022
Q4 		$770K Sell
10,777
-89
-0.8% -$5.95K 0.22% 55
2022
Q3 		$739K Buy
10,866
+311
+3% +$23.6K 0.23% 57
2022
Q2 		$753K Buy
10,555
+314
+3% +$23.1K 0.25% 52
2022
Q1 		$743K Buy
10,241
+76
+0.7% +$5.15K 0.22% 56
2021
Q4 		$697K Buy
10,165
+323
+3% +$20.6K 0.21% 58
2021
Q3 		$610K Buy
9,842
+1,682
+21% +$108K 0.19% 62
2021
Q2 		$494K Buy
8,160
+1,005
+14% +$64.3K 0.16% 68
2021
Q1 		$445K Buy
7,155
+344
+5% +$20.6K 0.15% 70
2020
Q4 		$418K Buy
6,811
+124
+2% +$7.46K 0.15% 66
2020
Q3 		$363K Buy
6,687
+399
+6% +$21.3K 0.14% 69
2020
Q2 		$326K Buy
6,288
+531
+9% +$29.5K 0.14% 70
2020
Q1 		$312K Buy
5,757
+260
+5% +$16.5K 0.15% 70
2019
Q4 		$350K Sell
5,497
-265
-5% -$16.4K 0.15% 71
2019
Q3 		$356K Buy
5,762
+192
+3% +$11.1K 0.17% 67
2019
Q2 		$311K Sell
5,570
-158
-3% -$8.46K 0.15% 74
2019
Q1 		$296K Sell
5,728
-9
-0.2% -$441 0.15% 76
2018
Q4 		$252K Buy
+5,737
New +$261K 0.14% 83

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

Traverso Chambers Private Wealth Management's SO Position: Q4 2023 in Review

Traverso Chambers Private Wealth Management reduced its Southern Company (SO) stake by 0.15% in Q4 2023, selling an estimated $1.1K and leaving 11,002 shares worth $771K. The position accounts for 0.19% of the portfolio, ranked #62.

Traverso Chambers Private Wealth Management first reported a position in SO in Q4 2018 and has held it in 21 quarters since. 1,836 funds tracked by Wall St. Rank hold SO as of Q4 2023.

  • Traverso Chambers Private Wealth Management held 11,002 shares of Southern Company worth $771K as of Q4 2023.
  • Traverso Chambers Private Wealth Management sold 16 Southern Company shares in Q4 2023, an estimated $1.1K.
  • Southern Company made up 0.19% of Traverso Chambers Private Wealth Management's portfolio in Q4 2023, its #62 holding.
  • Traverso Chambers Private Wealth Management first reported a position in Southern Company in Q4 2018 and has held it in 21 quarters since.
  • 1,836 funds tracked by Wall St. Rank held Southern Company as of Q4 2023.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q4 2023, filed 9 Jan 2024.