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Arkadios Wealth Advisors’s Summit State Bank SSBI Stock Holding History

Arkadios Wealth Advisors’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
2020
Q1 		– Sell
-550
Closed -$6.34K – 1292
2019
Q4 		$6.34K Buy
+550
New +$6.23K ﹤0.01% 671

Other funds holding SSBI

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BFC
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BCM
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
TCPWM
Traverso Chambers Private Wealth Management Santa Rosa, California $412M AUM 13.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return
RHCA
Rosenthal Henry Capital Advisors Mishawaka, Indiana $102M AUM 15.41% 1-Year Est. Return

Arkadios Wealth Advisors's SSBI Position: Q1 2020 in Review

Arkadios Wealth Advisors sold out of Summit State Bank (SSBI) in Q1 2020, closing a stake of 550 shares — an estimated $6.34K sold.

Arkadios Wealth Advisors first reported a position in SSBI in Q4 2019 and held it in 1 quarter. The position peaked at $6.34K in Q4 2019. 19 funds tracked by Wall St. Rank hold SSBI as of Q1 2020.

  • Arkadios Wealth Advisors reported no remaining Summit State Bank position as of Q1 2020 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 550 Summit State Bank shares in Q1 2020, an estimated $6.34K.
  • Arkadios Wealth Advisors first reported a position in Summit State Bank in Q4 2019 and held it in 1 quarter.
  • Arkadios Wealth Advisors's Summit State Bank position peaked at $6.34K in Q4 2019.
  • 19 funds tracked by Wall St. Rank held Summit State Bank as of Q1 2020.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2020, filed 14 May 2020.