Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
CWAF
Core Wealth Advisors (Florida)’s
SouthState Bank Corp
SSB
Stock Holding History
Core Wealth Advisors (Florida)’s Portfolio
SSB Stock Details
SSB Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q2
–
Sell
-15
Closed
-$1.28K
–
213
2024
Q1
$1.28K
Hold
15
–
–
﹤0.01%
246
2023
Q4
$1.27K
Hold
15
–
–
﹤0.01%
245
2023
Q3
$1.01K
Hold
15
–
–
﹤0.01%
225
2023
Q2
$987
Hold
15
–
–
﹤0.01%
222
2023
Q1
$1.07K
Hold
15
–
–
﹤0.01%
233
2022
Q4
$1.15K
Hold
15
–
–
﹤0.01%
242
2022
Q3
$1K
Hold
15
–
–
﹤0.01%
212
2022
Q2
$1K
Hold
15
–
–
﹤0.01%
210
2022
Q1
$1K
Hold
15
–
–
﹤0.01%
188
2021
Q4
$1K
Hold
15
–
–
﹤0.01%
205
2021
Q3
$1K
Hold
15
–
–
﹤0.01%
186
2021
Q2
$1K
Hold
15
–
–
﹤0.01%
180
2021
Q1
$1K
Hold
15
–
–
﹤0.01%
172
2020
Q4
$1K
Hold
15
–
–
﹤0.01%
175
2020
Q3
$1K
Hold
15
–
–
﹤0.01%
154
2020
Q2
$1K
Buy
+15
New
+$783
﹤0.01%
123
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
Franklin Resources
San Mateo, California
$408B AUM
30.18%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
American Century Companies
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close