Bridgeworth’s SouthState Bank Corp SSB Stock Holding History

Bridgeworth’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 Q4	$338K	Hold	4,000	–	–	0.03%	128
2023 Q3	$269K	Hold	4,000	–	–	0.03%	138
2023 Q2	$263K	Hold	4,000	–	–	0.03%	143
2023 Q1	$285K	Hold	4,000	–	–	0.04%	132
2022 Q4	$305K	Hold	4,000	–	–	0.05%	120
2022 Q3	$316K	Hold	4,000	–	–	0.07%	105
2022 Q2	$309K	Hold	4,000	–	–	0.07%	110
2022 Q1	$326K	Hold	4,000	–	–	0.08%	108
2021 Q4	$320K	Sell	4,000 -1,320	-25%	-$105K	0.07%	116
2021 Q3	$397K	Hold	5,320	–	–	0.11%	88
2021 Q2	$435K	Hold	5,320	–	–	0.12%	81
2021 Q1	$418K	Sell	5,320 -1,750	-25%	-$141K	0.13%	78
2020 Q4	$511K	Sell	7,070 -3,000	-30%	-$197K	0.17%	70
2020 Q3	$485K	Hold	10,070	–	–	0.18%	72
2020 Q2	$480K	Buy	+10,070	New	+$526K	0.19%	69

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bridgeworth's SSB Position: Q4 2023 in Review

Bridgeworth held its SouthState Bank Corp (SSB) position steady in Q4 2023 at 4,000 shares worth $338K. The position accounts for 0.03% of the portfolio, ranked #128.

Bridgeworth first reported a position in SSB in Q2 2020 and has held it in 15 quarters since. The position peaked at $511K in Q4 2020. 357 funds tracked by Wall St. Rank hold SSB as of Q4 2023.

Bridgeworth held 4,000 shares of SouthState Bank Corp worth $338K as of Q4 2023.
Bridgeworth left its SouthState Bank Corp share count unchanged in Q4 2023.
SouthState Bank Corp made up 0.03% of Bridgeworth's portfolio in Q4 2023, its #128 holding.
Bridgeworth first reported a position in SouthState Bank Corp in Q2 2020 and has held it in 15 quarters since.
Bridgeworth's SouthState Bank Corp position peaked at $511K in Q4 2020.
357 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q4 2023.

Based on Bridgeworth's 13F filing for Q4 2023, filed 26 Jan 2024.