DWM
SSB icon

Dakota Wealth Management’s SouthState Bank Corp SSB Stock Holding History

Dakota Wealth Management’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
2022
Q4 		– Sell
-2,596
Closed -$205K – 628
2022
Q3 		$205K Buy
+2,596
New +$209K 0.02% 500

Other funds holding SSB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dakota Wealth Management's SSB Position: Q4 2022 in Review

Dakota Wealth Management sold out of SouthState Bank Corp (SSB) in Q4 2022, closing a stake of 2,596 shares — an estimated $205K sold.

Dakota Wealth Management first reported a position in SSB in Q3 2022 and held it in 1 quarter. The position peaked at $205K in Q3 2022. 351 funds tracked by Wall St. Rank hold SSB as of Q4 2022.

  • Dakota Wealth Management reported no remaining SouthState Bank Corp position as of Q4 2022 after selling out during the quarter.
  • Dakota Wealth Management sold 2,596 SouthState Bank Corp shares in Q4 2022, an estimated $205K.
  • Dakota Wealth Management first reported a position in SouthState Bank Corp in Q3 2022 and held it in 1 quarter.
  • Dakota Wealth Management's SouthState Bank Corp position peaked at $205K in Q3 2022.
  • 351 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q4 2022.

Based on Dakota Wealth Management's 13F filing for Q4 2022, filed 8 Feb 2023.