HNWAG
SSB icon

High Net Worth Advisory Group’s SouthState Bank Corp SSB Stock Holding History

High Net Worth Advisory Group’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
-300
Closed -$23K – 720
2022
Q2 		$23K Hold
300
– – 0.01% 433
2022
Q1 		$24K Hold
300
– – 0.01% 431
2021
Q4 		$24K Buy
+300
New +$23.8K 0.01% 440

Other funds holding SSB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

High Net Worth Advisory Group's SSB Position: Q3 2022 in Review

High Net Worth Advisory Group sold out of SouthState Bank Corp (SSB) in Q3 2022, closing a stake of 300 shares — an estimated $23K sold.

High Net Worth Advisory Group first reported a position in SSB in Q4 2021 and held it in 3 quarters. The position peaked at $24K in Q1 2022. 336 funds tracked by Wall St. Rank hold SSB as of Q3 2022.

  • High Net Worth Advisory Group reported no remaining SouthState Bank Corp position as of Q3 2022 after selling out during the quarter.
  • High Net Worth Advisory Group sold 300 SouthState Bank Corp shares in Q3 2022, an estimated $23K.
  • High Net Worth Advisory Group first reported a position in SouthState Bank Corp in Q4 2021 and held it in 3 quarters.
  • High Net Worth Advisory Group's SouthState Bank Corp position peaked at $24K in Q1 2022.
  • 336 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q3 2022.

Based on High Net Worth Advisory Group's 13F filing for Q3 2022, filed 24 Oct 2022.