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Baldwin Wealth Partners’s SouthState Bank Corp SSB Stock Holding History

Baldwin Wealth Partners’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
2017
Q1 		– Sell
-135
Closed -$12K – 537
2016
Q4 		$12K Hold
135
– – ﹤0.01% 427
2016
Q3 		$10K Buy
+135
New +$9.89K ﹤0.01% 452

Other funds holding SSB

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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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baldwin Wealth Partners's SSB Position: Q1 2017 in Review

Baldwin Wealth Partners sold out of SouthState Bank Corp (SSB) in Q1 2017, closing a stake of 135 shares — an estimated $12K sold.

Baldwin Wealth Partners first reported a position in SSB in Q3 2016 and held it in 2 quarters. The position peaked at $12K in Q4 2016. 166 funds tracked by Wall St. Rank hold SSB as of Q1 2017.

  • Baldwin Wealth Partners reported no remaining SouthState Bank Corp position as of Q1 2017 after selling out during the quarter.
  • Baldwin Wealth Partners sold 135 SouthState Bank Corp shares in Q1 2017, an estimated $12K.
  • Baldwin Wealth Partners first reported a position in SouthState Bank Corp in Q3 2016 and held it in 2 quarters.
  • Baldwin Wealth Partners's SouthState Bank Corp position peaked at $12K in Q4 2016.
  • 166 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q1 2017.

Based on Baldwin Wealth Partners's 13F filing for Q1 2017, filed 17 Apr 2017.