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Weaver Consulting Group’s Southern Company SO Stock Holding History

Weaver 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
2020
Q4 		– Sell
-150
Closed -$8K – 776
2020
Q3 		$8K Hold
150
– – ﹤0.01% 612
2020
Q2 		$8K Hold
150
– – ﹤0.01% 583
2020
Q1 		$8K Sell
150
-50
-25% -$3.17K 0.01% 491
2019
Q4 		$12K Hold
200
– – 0.01% 451
2019
Q3 		$11K Hold
200
– – 0.01% 459
2019
Q2 		$11K Sell
200
-756
-79% -$40.5K 0.01% 441
2019
Q1 		$52K Buy
+956
New +$46.9K 0.01% 469

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Weaver Consulting Group's SO Position: Q4 2020 in Review

Weaver Consulting Group sold out of Southern Company (SO) in Q4 2020, closing a stake of 150 shares — an estimated $8K sold.

Weaver Consulting Group first reported a position in SO in Q1 2019 and held it in 7 quarters. The position peaked at $52K in Q1 2019. 1,497 funds tracked by Wall St. Rank hold SO as of Q4 2020.

  • Weaver Consulting Group reported no remaining Southern Company position as of Q4 2020 after selling out during the quarter.
  • Weaver Consulting Group sold 150 Southern Company shares in Q4 2020, an estimated $8K.
  • Weaver Consulting Group first reported a position in Southern Company in Q1 2019 and held it in 7 quarters.
  • Weaver Consulting Group's Southern Company position peaked at $52K in Q1 2019.
  • 1,497 funds tracked by Wall St. Rank held Southern Company as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.