BDO Wealth Advisors’s SouthState Bank Corp SSB Stock Holding History

BDO Wealth 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	$94K	Hold	1,428	–	–	0.01%	352
2023 Q1	$102K	Hold	1,428	–	–	0.01%	322
2022 Q4	$109K	Hold	1,428	–	–	0.01%	319
2022 Q3	$113K	Hold	1,428	–	–	0.02%	314
2022 Q2	$110K	Hold	1,428	–	–	0.01%	315
2022 Q1	$117K	Hold	1,428	–	–	0.01%	322
2021 Q4	$114K	Hold	1,428	–	–	0.01%	340
2021 Q3	$107K	Hold	1,428	–	–	0.01%	349
2021 Q2	$117K	Hold	1,428	–	–	0.01%	354
2021 Q1	$112K	Hold	1,428	–	–	0.01%	347
2020 Q4	$103K	Hold	1,428	–	–	0.01%	286
2020 Q3	$69K	Hold	1,428	–	–	0.01%	301
2020 Q2	$68K	Buy	+1,428	New	+$74.6K	0.01%	301

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

BDO Wealth Advisors's SSB Position: Q2 2023 in Review

BDO Wealth Advisors held its SouthState Bank Corp (SSB) position steady in Q2 2023 at 1,428 shares worth $94K. The position accounts for 0.01% of the portfolio, ranked #352.

BDO Wealth Advisors first reported a position in SSB in Q2 2020 and has held it in 13 quarters since. The position peaked at $117K in Q1 2022. 327 funds tracked by Wall St. Rank hold SSB as of Q2 2023.

BDO Wealth Advisors held 1,428 shares of SouthState Bank Corp worth $94K as of Q2 2023.
BDO Wealth Advisors left its SouthState Bank Corp share count unchanged in Q2 2023.
SouthState Bank Corp made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #352 holding.
BDO Wealth Advisors first reported a position in SouthState Bank Corp in Q2 2020 and has held it in 13 quarters since.
BDO Wealth Advisors's SouthState Bank Corp position peaked at $117K in Q1 2022.
327 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.