WealthStone’s Southern Company SO Stock Holding History

WealthStone’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
2019 Q3	–	Sell	-77	Closed	-$4.26K	–	520
2019 Q2	$4.26K	Buy	+77	New	+$4.12K	﹤0.01%	375

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

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

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

WealthStone's SO Position: Q3 2019 in Review

WealthStone sold out of Southern Company (SO) in Q3 2019, closing a stake of 77 shares — an estimated $4.26K sold.

WealthStone first reported a position in SO in Q2 2019 and held it in 1 quarter. The position peaked at $4.26K in Q2 2019. 1,319 funds tracked by Wall St. Rank hold SO as of Q3 2019.

WealthStone reported no remaining Southern Company position as of Q3 2019 after selling out during the quarter.
WealthStone sold 77 Southern Company shares in Q3 2019, an estimated $4.26K.
WealthStone first reported a position in Southern Company in Q2 2019 and held it in 1 quarter.
WealthStone's Southern Company position peaked at $4.26K in Q2 2019.
1,319 funds tracked by Wall St. Rank held Southern Company as of Q3 2019.

Based on WealthStone's 13F filing for Q3 2019, filed 15 Nov 2019.