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GoalVest Advisory’s SouthState Bank Corp SSB Stock Holding History

GoalVest Advisory’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
Q4 		– Sell
-88
Closed -$5.93K – 478
2023
Q3 		$5.93K Buy
88
+12
+16% +$865 ﹤0.01% 330
2023
Q2 		$5K Buy
+76
New +$5.07K ﹤0.01% 300

Other funds holding SSB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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 $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GoalVest Advisory's SSB Position: Q4 2023 in Review

GoalVest Advisory sold out of SouthState Bank Corp (SSB) in Q4 2023, closing a stake of 88 shares — an estimated $5.93K sold.

GoalVest Advisory first reported a position in SSB in Q2 2023 and held it in 2 quarters. The position peaked at $5.93K in Q3 2023. 357 funds tracked by Wall St. Rank hold SSB as of Q4 2023.

  • GoalVest Advisory reported no remaining SouthState Bank Corp position as of Q4 2023 after selling out during the quarter.
  • GoalVest Advisory sold 88 SouthState Bank Corp shares in Q4 2023, an estimated $5.93K.
  • GoalVest Advisory first reported a position in SouthState Bank Corp in Q2 2023 and held it in 2 quarters.
  • GoalVest Advisory's SouthState Bank Corp position peaked at $5.93K in Q3 2023.
  • 357 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q4 2023.

Based on GoalVest Advisory's 13F filing for Q4 2023, filed 2 Jan 2024.