Wealth Advisory Solutions’s Southern Company SO Stock Holding History

Wealth Advisory 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
2023 Q1	–	Sell	-3,761	Closed	-$269K	–	137
2022 Q4	$269K	Sell	3,761 -1,900	-34%	-$127K	0.07%	112
2022 Q3	$385K	Sell	5,661 -1,266	-18%	-$95.9K	0.11%	104
2022 Q2	$494K	Sell	6,927 -250	-3%	-$18.4K	0.12%	99
2022 Q1	$520K	Buy	+7,177	New	+$486K	0.11%	103
2021 Q3	$480K	Buy	7,749 +2,117	+38%	+$136K	0.11%	110
2021 Q2	$341K	Buy	+5,632	New	+$360K	0.08%	121
2021 Q1	–	Sell	-12,291	Closed	-$755K	–	194
2020 Q4	$755K	Buy	12,291 +848	+7%	+$51K	0.2%	72
2020 Q3	$620K	Buy	11,443 +991	+9%	+$53K	0.16%	93
2020 Q2	$541K	Buy	+10,452	New	+$581K	0.15%	104
2020 Q1	–	Sell	-4,256	Closed	-$271K	–	192
2019 Q4	$271K	Buy	+4,256	New	+$264K	0.07%	155

Other funds holding SO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wealth Advisory Solutions's SO Position: Q1 2023 in Review

Wealth Advisory Solutions sold out of Southern Company (SO) in Q1 2023, closing a stake of 3,761 shares — an estimated $269K sold.

Wealth Advisory Solutions first reported a position in SO in Q4 2019 and held it in 10 quarters. The position peaked at $755K in Q4 2020. 1,701 funds tracked by Wall St. Rank hold SO as of Q1 2023.

Wealth Advisory Solutions reported no remaining Southern Company position as of Q1 2023 after selling out during the quarter.
Wealth Advisory Solutions sold 3,761 Southern Company shares in Q1 2023, an estimated $269K.
Wealth Advisory Solutions first reported a position in Southern Company in Q4 2019 and held it in 10 quarters.
Wealth Advisory Solutions's Southern Company position peaked at $755K in Q4 2020.
1,701 funds tracked by Wall St. Rank held Southern Company as of Q1 2023.

Based on Wealth Advisory Solutions's 13F filing for Q1 2023, filed 15 May 2023.