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Advisor Group’s SouthState Bank Corp SSB Stock Holding History

Advisor Group’s Portfolio SSB Stock Details SSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$309K Buy
3,553
+373
+12% +$30.3K ﹤0.01% 2036
2019
Q3 		$240K Sell
3,180
-29
-0.9% -$2.19K ﹤0.01% 2184
2019
Q2 		$237K Sell
3,209
-32
-1% -$2.3K ﹤0.01% 2173
2019
Q1 		$221K Buy
3,241
+649
+25% +$43.6K ﹤0.01% 2208
2018
Q4 		$156K Buy
2,592
+1,989
+330% +$138K ﹤0.01% 2285
2018
Q3 		$50K Buy
603
+179
+42% +$15.1K ﹤0.01% 3293
2018
Q2 		$37K Sell
424
-11
-3% -$971 ﹤0.01% 3327
2018
Q1 		$37K Sell
435
-414
-49% -$36.7K ﹤0.01% 3300
2017
Q4 		$74K Buy
849
+116
+16% +$10.4K ﹤0.01% 2803
2017
Q3 		$66K Buy
733
+36
+5% +$3.01K ﹤0.01% 2730
2017
Q2 		$60K Buy
697
+131
+23% +$11.3K ﹤0.01% 2701
2017
Q1 		$51K Buy
566
+106
+23% +$9.36K ﹤0.01% 2692
2016
Q4 		$40K Buy
460
+18
+4% +$1.45K ﹤0.01% 2775
2016
Q3 		$33K Sell
442
-1,172
-73% -$85.9K ﹤0.01% 2832
2016
Q2 		$109K Buy
+1,614
New +$111K ﹤0.01% 1873

Other funds holding SSB

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Advisor Group's SSB Position: Q4 2019 in Review

Advisor Group increased its SouthState Bank Corp (SSB) stake by 12% in Q4 2019, buying an estimated $30.3K and bringing the position to 3,553 shares worth $309K. The position accounts for ﹤0.01% of the portfolio, ranked #2036.

Advisor Group first reported a position in SSB in Q2 2016 and has held it in 15 quarters since. 200 funds tracked by Wall St. Rank hold SSB as of Q4 2019.

  • Advisor Group held 3,553 shares of SouthState Bank Corp worth $309K as of Q4 2019.
  • Advisor Group bought 373 SouthState Bank Corp shares in Q4 2019, an estimated $30.3K.
  • SouthState Bank Corp made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2036 holding.
  • Advisor Group first reported a position in SouthState Bank Corp in Q2 2016 and has held it in 15 quarters since.
  • 200 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.