Freedom Investment Management’s Bank of South Carolina BKSC Stock Holding History

Freedom Investment Management’s Portfolio BKSC Stock Details BKSC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-91,336	Closed	-$1.49M	–	818
2022 Q3	$1.49M	Hold	91,336	–	–	0.17%	149
2022 Q2	$1.59M	Sell	91,336 -4,028	-4%	-$70.4K	0.17%	154
2022 Q1	$1.78M	Hold	95,364	–	–	0.16%	158
2021 Q4	$1.96M	Hold	95,364	–	–	0.14%	185
2021 Q3	$1.92M	Hold	95,364	–	–	0.15%	182
2021 Q2	$1.96M	Buy	95,364 +25,421	+36%	+$524K	0.15%	166
2021 Q1	$1.58M	Buy	+69,943	New	+$1.27M	0.12%	199

Other funds holding BKSC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

BIMC

Benson Investment Management Company Roanoke, Virginia $18.8M AUM 23.67% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Freedom Investment Management's BKSC Position: Q4 2022 in Review

Freedom Investment Management sold out of Bank of South Carolina (BKSC) in Q4 2022, closing a stake of 91,336 shares — an estimated $1.49M sold.

Freedom Investment Management first reported a position in BKSC in Q1 2021 and held it in 7 quarters. The position peaked at $1.96M in Q4 2021. 24 funds tracked by Wall St. Rank hold BKSC as of Q4 2022.

Freedom Investment Management reported no remaining Bank of South Carolina position as of Q4 2022 after selling out during the quarter.
Freedom Investment Management sold 91,336 Bank of South Carolina shares in Q4 2022, an estimated $1.49M.
Freedom Investment Management first reported a position in Bank of South Carolina in Q1 2021 and held it in 7 quarters.
Freedom Investment Management's Bank of South Carolina position peaked at $1.96M in Q4 2021.
24 funds tracked by Wall St. Rank held Bank of South Carolina as of Q4 2022.

Based on Freedom Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.