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Brandywine Oak Private Wealth’s SouthState Bank Corp SSB Stock Holding History

Brandywine Oak Private Wealth’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
2019
Q1 		– Sell
-37
Closed -$2K – 563
2018
Q4 		$2K Buy
+37
New +$2.57K ﹤0.01% 669

Other funds holding SSB

Vanguard Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Brandywine Oak Private Wealth's SSB Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of SouthState Bank Corp (SSB) in Q1 2019, closing a stake of 37 shares — an estimated $2K sold.

Brandywine Oak Private Wealth first reported a position in SSB in Q4 2018 and held it in 1 quarter. The position peaked at $2K in Q4 2018. 188 funds tracked by Wall St. Rank hold SSB as of Q1 2019.

  • Brandywine Oak Private Wealth reported no remaining SouthState Bank Corp position as of Q1 2019 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 37 SouthState Bank Corp shares in Q1 2019, an estimated $2K.
  • Brandywine Oak Private Wealth first reported a position in SouthState Bank Corp in Q4 2018 and held it in 1 quarter.
  • Brandywine Oak Private Wealth's SouthState Bank Corp position peaked at $2K in Q4 2018.
  • 188 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.