Arbor Investment Advisors’s SouthState Bank Corp SSB Stock Holding History

Arbor Investment Advisors’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
2023 Q2	–	Sell	-3,735	Closed	-$266K	–	107
2023 Q1	$266K	Sell	3,735 -1,700	-31%	-$132K	0.05%	83
2022 Q4	$415K	Sell	5,435 -1,280	-19%	-$107K	0.09%	62
2022 Q3	$531K	Hold	6,715	–	–	0.13%	40
2022 Q2	$518K	Hold	6,715	–	–	0.11%	50
2022 Q1	$548K	Buy	6,715 +215	+3%	+$18.5K	0.1%	54
2021 Q4	$521K	Hold	6,500	–	–	0.1%	59
2021 Q3	$485K	Buy	6,500 +100	+2%	+$7.12K	0.1%	60
2021 Q2	$523K	Sell	6,400 -4,164	-39%	-$354K	0.11%	60
2021 Q1	$829K	Buy	10,564 +4,934	+88%	+$397K	0.19%	37
2020 Q4	$407K	Hold	5,630	–	–	0.09%	60
2020 Q3	$271K	Hold	5,630	–	–	0.07%	71
2020 Q2	$268K	Hold	5,630	–	–	0.07%	70
2020 Q1	$331K	Hold	5,630	–	–	0.11%	56
2019 Q4	$488K	Hold	5,630	–	–	0.14%	48
2019 Q3	$424K	Hold	5,630	–	–	0.13%	52
2019 Q2	$415K	Hold	5,630	–	–	0.13%	47
2019 Q1	$385K	Hold	5,630	–	–	0.12%	45
2018 Q4	$338K	Hold	5,630	–	–	0.12%	39
2018 Q3	$462K	Hold	5,630	–	–	0.17%	34
2018 Q2	$486K	Hold	5,630	–	–	0.19%	26
2018 Q1	$480K	Sell	5,630 -2,983	-35%	-$264K	0.2%	26
2017 Q4	$751K	Buy	+8,613	New	+$773K	0.33%	20

Other funds holding SSB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Arbor Investment Advisors's SSB Position: Q2 2023 in Review

Arbor Investment Advisors sold out of SouthState Bank Corp (SSB) in Q2 2023, closing a stake of 3,735 shares — an estimated $266K sold.

Arbor Investment Advisors first reported a position in SSB in Q4 2017 and held it in 22 quarters. The position peaked at $829K in Q1 2021. 327 funds tracked by Wall St. Rank hold SSB as of Q2 2023.

Arbor Investment Advisors reported no remaining SouthState Bank Corp position as of Q2 2023 after selling out during the quarter.
Arbor Investment Advisors sold 3,735 SouthState Bank Corp shares in Q2 2023, an estimated $266K.
Arbor Investment Advisors first reported a position in SouthState Bank Corp in Q4 2017 and held it in 22 quarters.
Arbor Investment Advisors's SouthState Bank Corp position peaked at $829K in Q1 2021.
327 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2023.

Based on Arbor Investment Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.