Certified Advisory Corp’s SouthState Bank Corp SSB Stock Holding History

Certified Advisory Corp’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 Q2	–	Sell	-2,861	Closed	-$204K	–	284
2023 Q1	$204K	Hold	2,861	–	–	0.04%	229
2022 Q4	$218K	Hold	2,861	–	–	0.04%	219
2022 Q3	$226K	Hold	2,861	–	–	0.05%	198
2022 Q2	$221K	Hold	2,861	–	–	0.05%	191
2022 Q1	$233K	Hold	2,861	–	–	0.05%	199
2021 Q4	$229K	Hold	2,861	–	–	0.05%	202
2021 Q3	$214K	Hold	2,861	–	–	0.05%	204
2021 Q2	$234K	Hold	2,861	–	–	0.06%	195
2021 Q1	$225K	Buy	+2,861	New	+$230K	0.06%	185
2020 Q2	$139K	Buy	+2,907	New	+$152K	0.05%	204

Other funds holding SSB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Certified Advisory Corp's SSB Position: Q2 2023 in Review

Certified Advisory Corp sold out of SouthState Bank Corp (SSB) in Q2 2023, closing a stake of 2,861 shares — an estimated $204K sold.

Certified Advisory Corp first reported a position in SSB in Q2 2020 and held it in 10 quarters. The position peaked at $234K in Q2 2021. 326 funds tracked by Wall St. Rank hold SSB as of Q2 2023.

Certified Advisory Corp reported no remaining SouthState Bank Corp position as of Q2 2023 after selling out during the quarter.
Certified Advisory Corp sold 2,861 SouthState Bank Corp shares in Q2 2023, an estimated $204K.
Certified Advisory Corp first reported a position in SouthState Bank Corp in Q2 2020 and held it in 10 quarters.
Certified Advisory Corp's SouthState Bank Corp position peaked at $234K in Q2 2021.
326 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2023.

Based on Certified Advisory Corp's 13F filing for Q2 2023, filed 14 Aug 2023.