Heritage Wealth Management (Arizona)’s SouthState Bank Corp SSB Stock Holding History

Heritage Wealth Management (Arizona)’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
2024 Q2	$205K	Sell	2,684 -323	-11%	-$25K	0.11%	162
2024 Q1	$256K	Sell	3,007 -43	-1%	-$3.54K	0.13%	143
2023 Q4	$258K	Buy	+3,050	New	+$225K	0.14%	132
2022 Q4	$634K	Buy	8,305 +4,568	+122%	+$383K	0.09%	161
2022 Q3	$296K	Sell	3,737 -825	-18%	-$66.4K	0.1%	154
2022 Q2	$352K	Buy	4,562 +393	+9%	+$30.6K	0.12%	132
2022 Q1	$340K	Buy	+4,169	New	+$359K	0.09%	172
2021 Q3	$163K	Buy	2,185 +561	+35%	+$40K	0.06%	252
2021 Q2	$133K	Buy	+1,624	New	+$138K	0.05%	291

Other funds holding SSB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s SSB Position: Q2 2024 in Review

Heritage Wealth Management (Arizona) reduced its SouthState Bank Corp (SSB) stake by 11% in Q2 2024, selling an estimated $25K and leaving 2,684 shares worth $205K. The position accounts for 0.11% of the portfolio, ranked #162.

Heritage Wealth Management (Arizona) first reported a position in SSB in Q2 2021 and has held it in 9 quarters since. The position peaked at $634K in Q4 2022. 377 funds tracked by Wall St. Rank hold SSB as of Q2 2024.

Heritage Wealth Management (Arizona) held 2,684 shares of SouthState Bank Corp worth $205K as of Q2 2024.
Heritage Wealth Management (Arizona) sold 323 SouthState Bank Corp shares in Q2 2024, an estimated $25K.
SouthState Bank Corp made up 0.11% of Heritage Wealth Management (Arizona)'s portfolio in Q2 2024, its #162 holding.
Heritage Wealth Management (Arizona) first reported a position in SouthState Bank Corp in Q2 2021 and has held it in 9 quarters since.
Heritage Wealth Management (Arizona)'s SouthState Bank Corp position peaked at $634K in Q4 2022.
377 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2024.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2024, filed 30 Jul 2024.