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Baker Avenue Asset Management’s SouthState Bank Corp SSB Stock Holding History

Baker Avenue Asset Management’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
-8
Closed -$570 – 1752
2023
Q1 		$570 Sell
8
-4
-33% -$311 ﹤0.01% 1368
2022
Q4 		$916 Buy
+12
New +$1.01K ﹤0.01% 1123

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T. Rowe Price Investment Management
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State Street
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Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Baker Avenue Asset Management's SSB Position: Q2 2023 in Review

Baker Avenue Asset Management sold out of SouthState Bank Corp (SSB) in Q2 2023, closing a stake of 8 shares — an estimated $570 sold.

Baker Avenue Asset Management first reported a position in SSB in Q4 2022 and held it in 2 quarters. The position peaked at $916 in Q4 2022. 326 funds tracked by Wall St. Rank hold SSB as of Q2 2023.

  • Baker Avenue Asset Management reported no remaining SouthState Bank Corp position as of Q2 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 8 SouthState Bank Corp shares in Q2 2023, an estimated $570.
  • Baker Avenue Asset Management first reported a position in SouthState Bank Corp in Q4 2022 and held it in 2 quarters.
  • Baker Avenue Asset Management's SouthState Bank Corp position peaked at $916 in Q4 2022.
  • 326 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2023.

Based on Baker Avenue Asset Management's 13F filing for Q2 2023, filed 14 Aug 2023.