Golden State Wealth Management’s Summit State Bank SSBI Stock Holding History

Golden State Wealth Management’s Portfolio SSBI Stock Details SSBI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-934	Closed	-$10K	–	815
2019 Q3	$10K	Hold	934	–	–	﹤0.01%	758
2019 Q2	$9K	Hold	934	–	–	﹤0.01%	776
2019 Q1	$10K	Buy	+934	New	+$10.2K	﹤0.01%	781

Other funds holding SSBI

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return

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

Traverso Chambers Private Wealth Management Santa Rosa, California $412M AUM 13.66% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

Dimensional Fund Advisors

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

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Salzhauer Michael $292M AUM 30% 1-Year Est. Return

Rosenthal Henry Capital Advisors Mishawaka, Indiana $102M AUM 15.41% 1-Year Est. Return

Golden State Wealth Management's SSBI Position: Q4 2019 in Review

Golden State Wealth Management sold out of Summit State Bank (SSBI) in Q4 2019, closing a stake of 934 shares — an estimated $10K sold.

Golden State Wealth Management first reported a position in SSBI in Q1 2019 and held it in 3 quarters. The position peaked at $10K in Q3 2019. 22 funds tracked by Wall St. Rank hold SSBI as of Q4 2019.

Golden State Wealth Management reported no remaining Summit State Bank position as of Q4 2019 after selling out during the quarter.
Golden State Wealth Management sold 934 Summit State Bank shares in Q4 2019, an estimated $10K.
Golden State Wealth Management first reported a position in Summit State Bank in Q1 2019 and held it in 3 quarters.
Golden State Wealth Management's Summit State Bank position peaked at $10K in Q3 2019.
22 funds tracked by Wall St. Rank held Summit State Bank as of Q4 2019.

Based on Golden State Wealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.