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TRUADVICE’s Southern Company SO Stock Holding History

TRUADVICE’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
2021
Q3 		– Sell
-4,284
Closed -$276K – 259
2021
Q2 		$276K Buy
4,284
+264
+7% +$16.9K 0.06% 253
2021
Q1 		$262K Sell
4,020
-2,345
-37% -$140K 0.08% 224
2020
Q4 		$373K Buy
6,365
+1,128
+22% +$67.8K 0.11% 170
2020
Q3 		$303K Buy
+5,237
New +$280K 0.12% 150

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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TRUADVICE's SO Position: Q3 2021 in Review

TRUADVICE sold out of Southern Company (SO) in Q3 2021, closing a stake of 4,284 shares — an estimated $276K sold.

TRUADVICE first reported a position in SO in Q3 2020 and held it in 4 quarters. The position peaked at $373K in Q4 2020. 1,488 funds tracked by Wall St. Rank hold SO as of Q3 2021.

  • TRUADVICE reported no remaining Southern Company position as of Q3 2021 after selling out during the quarter.
  • TRUADVICE sold 4,284 Southern Company shares in Q3 2021, an estimated $276K.
  • TRUADVICE first reported a position in Southern Company in Q3 2020 and held it in 4 quarters.
  • TRUADVICE's Southern Company position peaked at $373K in Q4 2020.
  • 1,488 funds tracked by Wall St. Rank held Southern Company as of Q3 2021.

Based on TRUADVICE's 13F filing for Q3 2021, filed 9 Nov 2021.