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Bartlett & Co Wealth Management’s SouthState Bank Corp SSB Stock Holding History

Bartlett & Co Wealth 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
2022
Q4 		– Sell
-42
Closed -$3.32K – 1185
2022
Q3 		$3.32K Sell
42
-66
-61% -$5.31K ﹤0.01% 989
2022
Q2 		$8.33K Buy
+108
New +$8.42K ﹤0.01% 909

Other funds holding SSB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bartlett & Co Wealth Management's SSB Position: Q4 2022 in Review

Bartlett & Co Wealth Management sold out of SouthState Bank Corp (SSB) in Q4 2022, closing a stake of 42 shares — an estimated $3.32K sold.

Bartlett & Co Wealth Management first reported a position in SSB in Q2 2022 and held it in 2 quarters. The position peaked at $8.33K in Q2 2022. 351 funds tracked by Wall St. Rank hold SSB as of Q4 2022.

  • Bartlett & Co Wealth Management reported no remaining SouthState Bank Corp position as of Q4 2022 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 42 SouthState Bank Corp shares in Q4 2022, an estimated $3.32K.
  • Bartlett & Co Wealth Management first reported a position in SouthState Bank Corp in Q2 2022 and held it in 2 quarters.
  • Bartlett & Co Wealth Management's SouthState Bank Corp position peaked at $8.33K in Q2 2022.
  • 351 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q4 2022.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2024.