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Advisor Group’s Summit State Bank SSBI Stock Holding History

Advisor Group’s Portfolio SSBI Stock Details SSBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$2K Hold
138
– – ﹤0.01% 5020
2019
Q3 		$1K Hold
138
– – ﹤0.01% 5164
2019
Q2 		$1K Buy
+138
New +$1.43K ﹤0.01% 5145

Other funds holding SSBI

KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCPWM
Traverso Chambers Private Wealth Management Santa Rosa, California $412M AUM 13.66% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return
RHCA
Rosenthal Henry Capital Advisors Mishawaka, Indiana $114M AUM 23.19% 1-Year Est. Return

Advisor Group's SSBI Position: Q4 2019 in Review

Advisor Group held its Summit State Bank (SSBI) position steady in Q4 2019 at 138 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #5020.

Advisor Group first reported a position in SSBI in Q2 2019 and has held it in 3 quarters since. 22 funds tracked by Wall St. Rank hold SSBI as of Q4 2019.

  • Advisor Group held 138 shares of Summit State Bank worth $2K as of Q4 2019.
  • Advisor Group left its Summit State Bank share count unchanged in Q4 2019.
  • Summit State Bank made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #5020 holding.
  • Advisor Group first reported a position in Summit State Bank in Q2 2019 and has held it in 3 quarters since.
  • 22 funds tracked by Wall St. Rank held Summit State Bank as of Q4 2019.

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