IronBridge Private Wealth’s SouthState Bank Corp SSB Stock Holding History

IronBridge Private Wealth’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 Q1	–	Sell	-126	Closed	-$10K	–	262
2021 Q4	$10K	Hold	126	–	–	0.01%	181
2021 Q3	$9K	Hold	126	–	–	﹤0.01%	162
2021 Q2	$10K	Hold	126	–	–	0.01%	158
2021 Q1	$10K	Hold	126	–	–	0.01%	162
2020 Q4	$9K	Buy	+126	New	+$8.28K	0.01%	155

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

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

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

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

IronBridge Private Wealth's SSB Position: Q1 2022 in Review

IronBridge Private Wealth sold out of SouthState Bank Corp (SSB) in Q1 2022, closing a stake of 126 shares — an estimated $10K sold.

IronBridge Private Wealth first reported a position in SSB in Q4 2020 and held it in 5 quarters. The position peaked at $10K in Q4 2021. 320 funds tracked by Wall St. Rank hold SSB as of Q1 2022.

IronBridge Private Wealth reported no remaining SouthState Bank Corp position as of Q1 2022 after selling out during the quarter.
IronBridge Private Wealth sold 126 SouthState Bank Corp shares in Q1 2022, an estimated $10K.
IronBridge Private Wealth first reported a position in SouthState Bank Corp in Q4 2020 and held it in 5 quarters.
IronBridge Private Wealth's SouthState Bank Corp position peaked at $10K in Q4 2021.
320 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q1 2022.

Based on IronBridge Private Wealth's 13F filing for Q1 2022, filed 16 May 2022.