Clearview Wealth Advisors’s SouthState Bank Corp SSB Stock Holding History

Clearview Wealth 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
2023 Q3	–	Sell	-193	Closed	-$12.7K	–	558
2023 Q2	$12.7K	Buy	193 +2	+1%	+$133	0.01%	335
2023 Q1	$13.7K	Buy	191 +1	+0.5%	+$78	0.01%	320
2022 Q4	$14.6K	Buy	190 +1	+0.5%	+$84	0.01%	291
2022 Q3	$15K	Buy	189 +1	+0.5%	+$80	0.01%	292
2022 Q2	$15K	Buy	188 +1	+0.5%	+$78	0.01%	313
2022 Q1	$15K	Buy	187 +1	+0.5%	+$86	0.01%	332
2021 Q4	$15K	Buy	186 +1	+0.5%	+$79	0.01%	365
2021 Q3	$14K	Buy	185 +2	+1%	+$142	0.01%	379
2021 Q2	$15K	Buy	183 +1	+0.5%	+$85	0.01%	371
2021 Q1	$14K	Buy	182 +1	+0.6%	+$80	0.01%	376
2020 Q4	$13K	Buy	+181	New	+$11.9K	0.01%	347

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 $3.37T AUM 44.26% 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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Clearview Wealth Advisors's SSB Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of SouthState Bank Corp (SSB) in Q3 2023, closing a stake of 193 shares — an estimated $12.7K sold.

Clearview Wealth Advisors first reported a position in SSB in Q4 2020 and held it in 11 quarters. The position peaked at $15K in Q3 2022. 330 funds tracked by Wall St. Rank hold SSB as of Q3 2023.

Clearview Wealth Advisors reported no remaining SouthState Bank Corp position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 193 SouthState Bank Corp shares in Q3 2023, an estimated $12.7K.
Clearview Wealth Advisors first reported a position in SouthState Bank Corp in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's SouthState Bank Corp position peaked at $15K in Q3 2022.
330 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.