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Capital Advisors Ltd’s Summit State Bank SSBI Stock Holding History

Capital Advisors Ltd’s Portfolio SSBI Stock Details SSBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-9
Closed – – 1471
2023
Q3 		$0 Hold
9
– – ﹤0.01% 1465
2023
Q2 		$0 Buy
+9
New +$133 ﹤0.01% 1529

Other funds holding SSBI

BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CSC
Caldwell Sutter Capital Sausalito, California $246M AUM 23.62% 1-Year Est. Return
TCPWM
Traverso Chambers Private Wealth Management Santa Rosa, California $412M AUM 13.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
BG
Benedetti & Gucer Atlanta, Georgia $201M AUM 25.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

Capital Advisors Ltd's SSBI Position: Q4 2023 in Review

Capital Advisors Ltd sold out of Summit State Bank (SSBI) in Q4 2023, closing a stake of 9 shares.

Capital Advisors Ltd first reported a position in SSBI in Q2 2023 and held it in 2 quarters. The position peaked at $0 in Q3 2023. 21 funds tracked by Wall St. Rank hold SSBI as of Q4 2023.

  • Capital Advisors Ltd reported no remaining Summit State Bank position as of Q4 2023 after selling out during the quarter.
  • Capital Advisors Ltd sold 9 Summit State Bank shares in Q4 2023.
  • Capital Advisors Ltd first reported a position in Summit State Bank in Q2 2023 and held it in 2 quarters.
  • Capital Advisors Ltd's Summit State Bank position peaked at $0 in Q3 2023.
  • 21 funds tracked by Wall St. Rank held Summit State Bank as of Q4 2023.

Based on Capital Advisors Ltd's 13F filing for Q4 2023, filed 2 Feb 2024.