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Wealthstreet Investment Advisors’s Southern Company SO Stock Holding History

Wealthstreet Investment Advisors’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
-1,951
Closed -$118K – 90
2021
Q2 		$118K Sell
1,951
-5,371
-73% -$343K 0.61% 41
2021
Q1 		$456K Hold
7,322
– – 0.04% 256
2020
Q4 		$450K Sell
7,322
-821
-10% -$49.4K 0.05% 250
2020
Q3 		$442K Sell
8,143
-233
-3% -$12.5K 0.05% 235
2020
Q2 		$434K Sell
8,376
-986
-11% -$54.8K 0.05% 230
2020
Q1 		$507K Buy
9,362
+1,139
+14% +$72.2K 0.07% 185
2019
Q4 		$524K Hold
8,223
– – 0.06% 230
2019
Q3 		$501K Buy
8,223
+1,052
+15% +$61K 0.06% 223
2019
Q2 		$396K Buy
7,171
+468
+7% +$25.1K 0.05% 250
2019
Q1 		$346K Buy
6,703
+1,803
+37% +$88.4K 0.05% 266
2018
Q4 		$232K Sell
4,900
-1,900
-28% -$86.4K 0.03% 300
2018
Q3 		$296K Hold
6,800
– – 0.04% 290
2018
Q2 		$315K Sell
6,800
-100
-1% -$4.48K 0.04% 281
2018
Q1 		$309K Buy
6,900
+1,296
+23% +$57.5K 0.04% 280
2017
Q4 		$269K Buy
+5,604
New +$286K 0.03% 290

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wealthstreet Investment Advisors's SO Position: Q3 2021 in Review

Wealthstreet Investment Advisors sold out of Southern Company (SO) in Q3 2021, closing a stake of 1,951 shares — an estimated $118K sold.

Wealthstreet Investment Advisors first reported a position in SO in Q4 2017 and held it in 15 quarters. The position peaked at $524K in Q4 2019. 1,489 funds tracked by Wall St. Rank hold SO as of Q3 2021.

  • Wealthstreet Investment Advisors reported no remaining Southern Company position as of Q3 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 1,951 Southern Company shares in Q3 2021, an estimated $118K.
  • Wealthstreet Investment Advisors first reported a position in Southern Company in Q4 2017 and held it in 15 quarters.
  • Wealthstreet Investment Advisors's Southern Company position peaked at $524K in Q4 2019.
  • 1,489 funds tracked by Wall St. Rank held Southern Company as of Q3 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q3 2021, filed 2 Nov 2021.