WBC
SOLN

West Branch Capital’s The Southern Company SOLN Stock Holding History

West Branch Capital’s Portfolio SOLN Stock Details SOLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-331
Closed -$17K – 476
2021
Q3 		$17K Buy
331
+5
+2% +$262 0.01% 259
2021
Q2 		$17K Buy
+326
New +$17K 0.01% 269

Other funds holding SOLN

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
CAM
Camden Asset Management Los Angeles, California $2.94B AUM 14.59% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
ACM
Advent Capital Management New York $3.63B AUM 0.29% 1-Year Est. Return

West Branch Capital's SOLN Position: Q4 2021 in Review

West Branch Capital sold out of The Southern Company (SOLN) in Q4 2021, closing a stake of 331 shares — an estimated $17K sold.

West Branch Capital first reported a position in SOLN in Q2 2021 and held it in 2 quarters. The position peaked at $17K in Q3 2021. 58 funds tracked by Wall St. Rank hold SOLN as of Q4 2021.

  • West Branch Capital reported no remaining The Southern Company position as of Q4 2021 after selling out during the quarter.
  • West Branch Capital sold 331 The Southern Company shares in Q4 2021, an estimated $17K.
  • West Branch Capital first reported a position in The Southern Company in Q2 2021 and held it in 2 quarters.
  • West Branch Capital's The Southern Company position peaked at $17K in Q3 2021.
  • 58 funds tracked by Wall St. Rank held The Southern Company as of Q4 2021.

Based on West Branch Capital's 13F filing for Q4 2021, filed 24 Jan 2022.