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Financial Advisory Group’s SouthState Bank Corp SSB Stock Holding History

Financial Advisory Group’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
Q4 		– Sell
-4,579
Closed -$220K – 87
2020
Q3 		$220K Hold
4,579
– – 0.07% 71
2020
Q2 		$218K Buy
+4,579
New +$239K 0.07% 65

Other funds holding SSB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Financial Advisory Group's SSB Position: Q4 2020 in Review

Financial Advisory Group sold out of SouthState Bank Corp (SSB) in Q4 2020, closing a stake of 4,579 shares — an estimated $220K sold.

Financial Advisory Group first reported a position in SSB in Q2 2020 and held it in 2 quarters. The position peaked at $220K in Q3 2020. 285 funds tracked by Wall St. Rank hold SSB as of Q4 2020.

  • Financial Advisory Group reported no remaining SouthState Bank Corp position as of Q4 2020 after selling out during the quarter.
  • Financial Advisory Group sold 4,579 SouthState Bank Corp shares in Q4 2020, an estimated $220K.
  • Financial Advisory Group first reported a position in SouthState Bank Corp in Q2 2020 and held it in 2 quarters.
  • Financial Advisory Group's SouthState Bank Corp position peaked at $220K in Q3 2020.
  • 285 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q4 2020.

Based on Financial Advisory Group's 13F filing for Q4 2020, filed 12 Feb 2021.