Capital Investment Advisory Services’s SouthState Bank Corp SSB Stock Holding History

Capital Investment Advisory Services’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 Q4	–	Sell	-1,324	Closed	-$100K	–	1154
2019 Q3	$100K	Hold	1,324	–	–	0.03%	389
2019 Q2	$100K	Hold	1,324	–	–	0.03%	388
2019 Q1	$90K	Hold	1,324	–	–	0.03%	363
2018 Q4	$79K	Buy	+1,324	New	+$92K	0.03%	357

Other funds holding SSB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

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

Capital Investment Advisory Services's SSB Position: Q4 2019 in Review

Capital Investment Advisory Services sold out of SouthState Bank Corp (SSB) in Q4 2019, closing a stake of 1,324 shares — an estimated $100K sold.

Capital Investment Advisory Services first reported a position in SSB in Q4 2018 and held it in 4 quarters. The position peaked at $100K in Q3 2019. 200 funds tracked by Wall St. Rank hold SSB as of Q4 2019.

Capital Investment Advisory Services reported no remaining SouthState Bank Corp position as of Q4 2019 after selling out during the quarter.
Capital Investment Advisory Services sold 1,324 SouthState Bank Corp shares in Q4 2019, an estimated $100K.
Capital Investment Advisory Services first reported a position in SouthState Bank Corp in Q4 2018 and held it in 4 quarters.
Capital Investment Advisory Services's SouthState Bank Corp position peaked at $100K in Q3 2019.
200 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q4 2019.

Based on Capital Investment Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.