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Family Legacy Inc’s SouthState Bank Corp SSB Stock Holding History

Family Legacy 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
2019
Q1 		– Sell
-1,998
Closed -$120K – 165
2018
Q4 		$120K Sell
1,998
-100
-5% -$6.95K 0.11% 112
2018
Q3 		$172K Hold
2,098
– – 0.14% 108
2018
Q2 		$181K Buy
+2,098
New +$185K 0.16% 105

Other funds holding SSB

Vanguard Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Family Legacy Inc's SSB Position: Q1 2019 in Review

Family Legacy Inc sold out of SouthState Bank Corp (SSB) in Q1 2019, closing a stake of 1,998 shares — an estimated $120K sold.

Family Legacy Inc first reported a position in SSB in Q2 2018 and held it in 3 quarters. The position peaked at $181K in Q2 2018. 188 funds tracked by Wall St. Rank hold SSB as of Q1 2019.

  • Family Legacy Inc reported no remaining SouthState Bank Corp position as of Q1 2019 after selling out during the quarter.
  • Family Legacy Inc sold 1,998 SouthState Bank Corp shares in Q1 2019, an estimated $120K.
  • Family Legacy Inc first reported a position in SouthState Bank Corp in Q2 2018 and held it in 3 quarters.
  • Family Legacy Inc's SouthState Bank Corp position peaked at $181K in Q2 2018.
  • 188 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q1 2019.

Based on Family Legacy Inc's 13F filing for Q1 2019, filed 6 May 2019.