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Institute for Wealth Management’s SouthState Bank Corp SSB Stock Holding History

Institute for Wealth Management’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
-5,900
Closed -$455K – 516
2022
Q2 		$455K Hold
5,900
– – 0.09% 294
2022
Q1 		$481K Buy
+5,900
New +$509K 0.08% 301

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

Institute for Wealth Management's SSB Position: Q3 2022 in Review

Institute for Wealth Management sold out of SouthState Bank Corp (SSB) in Q3 2022, closing a stake of 5,900 shares — an estimated $455K sold.

Institute for Wealth Management first reported a position in SSB in Q1 2022 and held it in 2 quarters. The position peaked at $481K in Q1 2022. 336 funds tracked by Wall St. Rank hold SSB as of Q3 2022.

  • Institute for Wealth Management reported no remaining SouthState Bank Corp position as of Q3 2022 after selling out during the quarter.
  • Institute for Wealth Management sold 5,900 SouthState Bank Corp shares in Q3 2022, an estimated $455K.
  • Institute for Wealth Management first reported a position in SouthState Bank Corp in Q1 2022 and held it in 2 quarters.
  • Institute for Wealth Management's SouthState Bank Corp position peaked at $481K in Q1 2022.
  • 336 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q3 2022.

Based on Institute for Wealth Management's 13F filing for Q3 2022, filed 18 Oct 2022.