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Fiduciary Alliance’s SouthState Bank Corp SSB Stock Holding History

Fiduciary Alliance’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
2023
Q3 		– Sell
-131
Closed -$8.62K – 843
2023
Q2 		$8.62K Buy
+131
New +$8.74K ﹤0.01% 593
2023
Q1 		– Sell
-131
Closed -$10K – 772
2022
Q4 		$10K Buy
+131
New +$11K ﹤0.01% 409

Other funds holding SSB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Fiduciary Alliance's SSB Position: Q3 2023 in Review

Fiduciary Alliance sold out of SouthState Bank Corp (SSB) in Q3 2023, closing a stake of 131 shares — an estimated $8.62K sold.

Fiduciary Alliance first reported a position in SSB in Q4 2022 and held it in 2 quarters. The position peaked at $10K in Q4 2022. 330 funds tracked by Wall St. Rank hold SSB as of Q3 2023.

  • Fiduciary Alliance reported no remaining SouthState Bank Corp position as of Q3 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 131 SouthState Bank Corp shares in Q3 2023, an estimated $8.62K.
  • Fiduciary Alliance first reported a position in SouthState Bank Corp in Q4 2022 and held it in 2 quarters.
  • Fiduciary Alliance's SouthState Bank Corp position peaked at $10K in Q4 2022.
  • 330 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.