SEC 13F Intelligence

A.r.t. Advisors, LLC / SO

A.r.t. Advisors, LLC’s Southern Co Position

Does A.r.t. Advisors, LLC own Southern Co (SO)? Not currently — the last reported position was 3.9K shares worth $212,000 in Q3 2020; the fund’s latest 13F (Q3 2021) no longer reports it.

Position Value
$212,000
Q3 2020
Shares
3.9K
% of Portfolio
+1.20%
Quarters Held
2
position exited

Position History SO

Reported value by quarter
Q1 ’19: $4MQ1 ’19Q3 ’20: $212,000Q3 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q3 20203.9K$212,000+1.20%
Q1 201982.8K$4M+0.26%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See A.r.t. Advisors, LLC’s full portfolio or all institutional holders of SO.