Claris Advisors’s SouthState Bank Corp SSB Stock Holding History

Claris Advisors’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
2024 Q4	–	Sell	-5	Closed	-$486	–	1000
2024 Q3	$486	Buy	+5	New	+$457	﹤0.01%	662

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

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

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

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

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

Claris Advisors's SSB Position: Q4 2024 in Review

Claris Advisors sold out of SouthState Bank Corp (SSB) in Q4 2024, closing a stake of 5 shares — an estimated $486 sold.

Claris Advisors first reported a position in SSB in Q3 2024 and held it in 1 quarter. The position peaked at $486 in Q3 2024. 419 funds tracked by Wall St. Rank hold SSB as of Q4 2024.

Claris Advisors reported no remaining SouthState Bank Corp position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 5 SouthState Bank Corp shares in Q4 2024, an estimated $486.
Claris Advisors first reported a position in SouthState Bank Corp in Q3 2024 and held it in 1 quarter.
Claris Advisors's SouthState Bank Corp position peaked at $486 in Q3 2024.
419 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.