FEG
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Financial Enhancement Group’s SouthState Bank Corp SSB Stock Holding History

Financial Enhancement 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
Q1 		– Sell
-206
Closed -$18K – 314
2019
Q4 		$18K Sell
206
-10
-5% -$811 ﹤0.01% 166
2019
Q3 		$16K Buy
+216
New +$16.3K ﹤0.01% 178

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
EARNEST Partners
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Financial Enhancement Group's SSB Position: Q1 2020 in Review

Financial Enhancement Group sold out of SouthState Bank Corp (SSB) in Q1 2020, closing a stake of 206 shares — an estimated $18K sold.

Financial Enhancement Group first reported a position in SSB in Q3 2019 and held it in 2 quarters. The position peaked at $18K in Q4 2019. 181 funds tracked by Wall St. Rank hold SSB as of Q1 2020.

  • Financial Enhancement Group reported no remaining SouthState Bank Corp position as of Q1 2020 after selling out during the quarter.
  • Financial Enhancement Group sold 206 SouthState Bank Corp shares in Q1 2020, an estimated $18K.
  • Financial Enhancement Group first reported a position in SouthState Bank Corp in Q3 2019 and held it in 2 quarters.
  • Financial Enhancement Group's SouthState Bank Corp position peaked at $18K in Q4 2019.
  • 181 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q1 2020.

Based on Financial Enhancement Group's 13F filing for Q1 2020, filed 4 May 2020.