CPA
SSBK

Capital Performance Advisors’s Southern States Bancshares SSBK Stock Holding History

Capital Performance Advisors’s Portfolio SSBK Stock Details SSBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-37
Closed -$1.14K – 2347
2024
Q3 		$1.14K Buy
+37
New +$1.11K ﹤0.01% 1844

Other funds holding SSBK

SVBP
Strategic Value Bank Partners Cleveland, Ohio $143M AUM 32.32% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.95B AUM 11.79% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $283M AUM 40.56% 1-Year Est. Return

Capital Performance Advisors's SSBK Position: Q4 2024 in Review

Capital Performance Advisors sold out of Southern States Bancshares (SSBK) in Q4 2024, closing a stake of 37 shares — an estimated $1.14K sold.

Capital Performance Advisors first reported a position in SSBK in Q3 2024 and held it in 1 quarter. The position peaked at $1.14K in Q3 2024. 83 funds tracked by Wall St. Rank hold SSBK as of Q4 2024.

  • Capital Performance Advisors reported no remaining Southern States Bancshares position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 37 Southern States Bancshares shares in Q4 2024, an estimated $1.14K.
  • Capital Performance Advisors first reported a position in Southern States Bancshares in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Southern States Bancshares position peaked at $1.14K in Q3 2024.
  • 83 funds tracked by Wall St. Rank held Southern States Bancshares as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.