Halpern Financial’s SouthState Bank Corp SSB Stock Holding History

Halpern Financial’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
2022 Q3	–	Sell	-28	Closed	-$2.16K	–	305
2022 Q2	$2.16K	Buy	+28	New	+$2.18K	﹤0.01%	232

Other funds holding SSB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Halpern Financial's SSB Position: Q3 2022 in Review

Halpern Financial sold out of SouthState Bank Corp (SSB) in Q3 2022, closing a stake of 28 shares — an estimated $2.16K sold.

Halpern Financial first reported a position in SSB in Q2 2022 and held it in 1 quarter. The position peaked at $2.16K in Q2 2022. 336 funds tracked by Wall St. Rank hold SSB as of Q3 2022.

Halpern Financial reported no remaining SouthState Bank Corp position as of Q3 2022 after selling out during the quarter.
Halpern Financial sold 28 SouthState Bank Corp shares in Q3 2022, an estimated $2.16K.
Halpern Financial first reported a position in SouthState Bank Corp in Q2 2022 and held it in 1 quarter.
Halpern Financial's SouthState Bank Corp position peaked at $2.16K in Q2 2022.
336 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q3 2022.

Based on Halpern Financial's 13F filing for Q3 2022, filed 21 Sep 2023.