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Glassman Wealth Services’s SouthState Bank Corp SSB Stock Holding History

Glassman Wealth Services’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
Q2 		– Sell
-11
Closed -$784 – 2012
2023
Q1 		$784 Hold
11
– – ﹤0.01% 1504
2022
Q4 		$840 Hold
11
– – ﹤0.01% 1477
2022
Q3 		$1K Hold
11
– – ﹤0.01% 1533
2022
Q2 		$1K Hold
11
– – ﹤0.01% 1539
2022
Q1 		$1K Buy
+11
New +$948 ﹤0.01% 1518
2020
Q2 		– Sell
-1
Closed – – 1510
2020
Q1 		$0 Buy
+1
New +$74 ﹤0.01% 1532

Other funds holding SSB

BlackRock
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Vanguard Group
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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 $3.37T AUM 44.26% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Glassman Wealth Services's SSB Position: Q2 2023 in Review

Glassman Wealth Services sold out of SouthState Bank Corp (SSB) in Q2 2023, closing a stake of 11 shares — an estimated $784 sold.

Glassman Wealth Services first reported a position in SSB in Q1 2020 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 326 funds tracked by Wall St. Rank hold SSB as of Q2 2023.

  • Glassman Wealth Services reported no remaining SouthState Bank Corp position as of Q2 2023 after selling out during the quarter.
  • Glassman Wealth Services sold 11 SouthState Bank Corp shares in Q2 2023, an estimated $784.
  • Glassman Wealth Services first reported a position in SouthState Bank Corp in Q1 2020 and held it in 6 quarters.
  • Glassman Wealth Services's SouthState Bank Corp position peaked at $1K in Q3 2022.
  • 326 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2023.

Based on Glassman Wealth Services's 13F filing for Q2 2023, filed 8 Aug 2023.