FCA
SSB icon

FinTrust Capital Advisors’s SouthState Bank Corp SSB Stock Holding History

FinTrust Capital Advisors’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
2024
Q3 		$550K Sell
5,660
-1,149
-17% -$105K 0.09% 173
2024
Q2 		$520K Sell
6,809
-77
-1% -$5.96K 0.09% 166
2024
Q1 		$586K Sell
6,886
-4,616
-40% -$380K 0.11% 156
2023
Q4 		$971K Buy
11,502
+23
+0.2% +$1.7K 0.19% 105
2023
Q3 		$773K Buy
11,479
+221
+2% +$15.9K 0.17% 126
2023
Q2 		$860K Hold
11,258
– – 0.21% 119
2023
Q1 		$860K Hold
11,258
– – 0.21% 116
2022
Q4 		$860K Sell
11,258
-1,660
-13% -$139K 0.21% 115
2022
Q3 		$1.15M Sell
12,918
-227
-2% -$18.3K 0.3% 84
2022
Q2 		$1.04M Buy
13,145
+30
+0.2% +$2.34K 0.26% 90
2022
Q1 		$1.07M Buy
13,115
+10,982
+515% +$947K 0.25% 89
2021
Q4 		$171K Buy
2,133
+1,180
+124% +$93.8K 0.04% 306
2021
Q3 		$71K Hold
953
– – 0.02% 499
2021
Q2 		$78K Sell
953
-108
-10% -$9.19K 0.02% 480
2021
Q1 		$83K Sell
1,061
-9
-0.8% -$724 0.02% 457
2020
Q4 		$77K Sell
1,070
-85
-7% -$5.58K 0.02% 432
2020
Q3 		$56 Sell
1,155
-585
-34% -$30.2K 0.01% 471
2020
Q2 		$83K Sell
1,740
-40
-2% -$2.09K 0.03% 372
2020
Q1 		$105K Buy
1,780
+540
+44% +$39.9K 0.05% 286
2019
Q4 		$108K Sell
1,240
-206
-14% -$16.7K 0.04% 312
2019
Q3 		$109K Buy
1,446
+9
+0.6% +$678 0.04% 323
2019
Q2 		$106K Buy
1,437
+1
+0.1% +$72 0.04% 284
2019
Q1 		$98K Sell
1,436
-96
-6% -$6.45K 0.04% 279
2018
Q4 		$91K Buy
+1,532
New +$106K 0.04% 277

Other funds holding SSB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FinTrust Capital Advisors's SSB Position: Q3 2024 in Review

FinTrust Capital Advisors reduced its SouthState Bank Corp (SSB) stake by 17% in Q3 2024, selling an estimated $105K and leaving 5,660 shares worth $550K. The position accounts for 0.09% of the portfolio, ranked #173.

FinTrust Capital Advisors first reported a position in SSB in Q4 2018 and has held it in 24 quarters since. The position peaked at $1.15M in Q3 2022. 385 funds tracked by Wall St. Rank hold SSB as of Q3 2024.

  • FinTrust Capital Advisors held 5,660 shares of SouthState Bank Corp worth $550K as of Q3 2024.
  • FinTrust Capital Advisors sold 1,149 SouthState Bank Corp shares in Q3 2024, an estimated $105K.
  • SouthState Bank Corp made up 0.09% of FinTrust Capital Advisors's portfolio in Q3 2024, its #173 holding.
  • FinTrust Capital Advisors first reported a position in SouthState Bank Corp in Q4 2018 and has held it in 24 quarters since.
  • FinTrust Capital Advisors's SouthState Bank Corp position peaked at $1.15M in Q3 2022.
  • 385 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.