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

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

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

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

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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

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

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

Core Wealth Advisors (Florida)'s SSB Position: Q2 2024 in Review

Core Wealth Advisors (Florida) sold out of SouthState Bank Corp (SSB) in Q2 2024, closing a stake of 15 shares — an estimated $1.28K sold.

Core Wealth Advisors (Florida) first reported a position in SSB in Q2 2020 and held it in 16 quarters. The position peaked at $1.28K in Q1 2024. 377 funds tracked by Wall St. Rank hold SSB as of Q2 2024.

Core Wealth Advisors (Florida) reported no remaining SouthState Bank Corp position as of Q2 2024 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 15 SouthState Bank Corp shares in Q2 2024, an estimated $1.28K.
Core Wealth Advisors (Florida) first reported a position in SouthState Bank Corp in Q2 2020 and held it in 16 quarters.
Core Wealth Advisors (Florida)'s SouthState Bank Corp position peaked at $1.28K in Q1 2024.
377 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2024, filed 15 Aug 2024.