Global Retirement Partners’s Bank of South Carolina BKSC Stock Holding History

Global Retirement Partners’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
2021 Q3	–	Sell	-127	Closed	-$3K	–	2107
2021 Q2	$3K	Buy	127 +1	+0.8%	+$21	﹤0.01%	1708
2021 Q1	$3K	Buy	126 +2	+2%	+$36	﹤0.01%	1618
2020 Q4	$2K	Buy	124 +1	+0.8%	+$16	﹤0.01%	1655
2020 Q3	$2K	Sell	123 -183	-60%	-$3.01K	﹤0.01%	1535
2020 Q2	$5K	Buy	306 +1	+0.3%	+$16	﹤0.01%	1315
2020 Q1	$5K	Sell	305 -25	-8%	-$435	﹤0.01%	1260
2019 Q4	$6K	Buy	330 +4	+1%	+$75	﹤0.01%	1316
2019 Q3	$6K	Buy	326 +183	+128%	+$3.44K	﹤0.01%	1282
2019 Q2	$3K	Buy	+143	New	+$2.66K	﹤0.01%	1418

Other funds holding BKSC

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

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BIMC

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

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

Global Retirement Partners's BKSC Position: Q3 2021 in Review

Global Retirement Partners sold out of Bank of South Carolina (BKSC) in Q3 2021, closing a stake of 127 shares — an estimated $3K sold.

Global Retirement Partners first reported a position in BKSC in Q2 2019 and held it in 9 quarters. The position peaked at $6K in Q4 2019. 21 funds tracked by Wall St. Rank hold BKSC as of Q3 2021.

Global Retirement Partners reported no remaining Bank of South Carolina position as of Q3 2021 after selling out during the quarter.
Global Retirement Partners sold 127 Bank of South Carolina shares in Q3 2021, an estimated $3K.
Global Retirement Partners first reported a position in Bank of South Carolina in Q2 2019 and held it in 9 quarters.
Global Retirement Partners's Bank of South Carolina position peaked at $6K in Q4 2019.
21 funds tracked by Wall St. Rank held Bank of South Carolina as of Q3 2021.

Based on Global Retirement Partners's 13F filing for Q3 2021, filed 22 Oct 2021.