Ellevest Inc’s SouthState Bank Corp SSB Stock Holding History

Ellevest Inc’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
2020 Q2	–	Sell	-16	Closed	-$1K	–	1322
2020 Q1	$1K	Buy	16 +6	+60%	+$443	﹤0.01%	978
2019 Q4	$1K	Buy	+10	New	+$811	﹤0.01%	867

Other funds holding SSB

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Ellevest Inc's SSB Position: Q2 2020 in Review

Ellevest Inc sold out of SouthState Bank Corp (SSB) in Q2 2020, closing a stake of 16 shares — an estimated $1K sold.

Ellevest Inc first reported a position in SSB in Q4 2019 and held it in 2 quarters. The position peaked at $1K in Q1 2020. 275 funds tracked by Wall St. Rank hold SSB as of Q2 2020.

Ellevest Inc reported no remaining SouthState Bank Corp position as of Q2 2020 after selling out during the quarter.
Ellevest Inc sold 16 SouthState Bank Corp shares in Q2 2020, an estimated $1K.
Ellevest Inc first reported a position in SouthState Bank Corp in Q4 2019 and held it in 2 quarters.
Ellevest Inc's SouthState Bank Corp position peaked at $1K in Q1 2020.
275 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2020.

Based on Ellevest Inc's 13F filing for Q2 2020, filed 6 Jul 2020.