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Vantage Consulting Group’s Southern Company SO Stock Holding History

Vantage Consulting Group’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
Q1 		– Sell
-659
Closed -$40K – 1346
2020
Q4 		$40K Buy
+659
New +$39.6K ﹤0.01% 547

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Vantage Consulting Group's SO Position: Q1 2021 in Review

Vantage Consulting Group sold out of Southern Company (SO) in Q1 2021, closing a stake of 659 shares — an estimated $40K sold.

Vantage Consulting Group first reported a position in SO in Q4 2020 and held it in 1 quarter. The position peaked at $40K in Q4 2020. 1,487 funds tracked by Wall St. Rank hold SO as of Q1 2021.

  • Vantage Consulting Group reported no remaining Southern Company position as of Q1 2021 after selling out during the quarter.
  • Vantage Consulting Group sold 659 Southern Company shares in Q1 2021, an estimated $40K.
  • Vantage Consulting Group first reported a position in Southern Company in Q4 2020 and held it in 1 quarter.
  • Vantage Consulting Group's Southern Company position peaked at $40K in Q4 2020.
  • 1,487 funds tracked by Wall St. Rank held Southern Company as of Q1 2021.

Based on Vantage Consulting Group's 13F filing for Q1 2021, filed 14 May 2021.