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

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

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Victory Capital Management

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

Dimensional Fund Advisors

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

American Century Companies

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

Franklin Resources

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

Geode Capital Management

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

EARNEST Partners

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