Evoke Wealth’s SouthState Bank Corp SSB Stock Holding History

Evoke Wealth’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 Q1	–	Sell	-341	Closed	-$29.6K	–	1324
2019 Q4	$29.6K	Hold	341	–	–	﹤0.01%	512
2019 Q3	$25.7K	Buy	+341	New	+$25.7K	﹤0.01%	596

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

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

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

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

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

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

Evoke Wealth's SSB Position: Q1 2020 in Review

Evoke Wealth sold out of SouthState Bank Corp (SSB) in Q1 2020, closing a stake of 341 shares — an estimated $29.6K sold.

Evoke Wealth first reported a position in SSB in Q3 2019 and held it in 2 quarters. The position peaked at $29.6K in Q4 2019. 181 funds tracked by Wall St. Rank hold SSB as of Q1 2020.

Evoke Wealth reported no remaining SouthState Bank Corp position as of Q1 2020 after selling out during the quarter.
Evoke Wealth sold 341 SouthState Bank Corp shares in Q1 2020, an estimated $29.6K.
Evoke Wealth first reported a position in SouthState Bank Corp in Q3 2019 and held it in 2 quarters.
Evoke Wealth's SouthState Bank Corp position peaked at $29.6K in Q4 2019.
181 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q1 2020.

Based on Evoke Wealth's 13F filing for Q1 2020, filed 7 May 2020.