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Kelly Financial Services’s SouthState Bank Corp SSB Stock Holding History

Kelly Financial Services’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
2020
Q3 		– Sell
-19
Closed -$897 – 618
2020
Q2 		$897 Buy
+19
New +$992 ﹤0.01% 509

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Wellington Management Group
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Kelly Financial Services's SSB Position: Q3 2020 in Review

Kelly Financial Services sold out of SouthState Bank Corp (SSB) in Q3 2020, closing a stake of 19 shares — an estimated $897 sold.

Kelly Financial Services first reported a position in SSB in Q2 2020 and held it in 1 quarter. The position peaked at $897 in Q2 2020. 263 funds tracked by Wall St. Rank hold SSB as of Q3 2020.

  • Kelly Financial Services reported no remaining SouthState Bank Corp position as of Q3 2020 after selling out during the quarter.
  • Kelly Financial Services sold 19 SouthState Bank Corp shares in Q3 2020, an estimated $897.
  • Kelly Financial Services first reported a position in SouthState Bank Corp in Q2 2020 and held it in 1 quarter.
  • Kelly Financial Services's SouthState Bank Corp position peaked at $897 in Q2 2020.
  • 263 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q3 2020.

Based on Kelly Financial Services's 13F filing for Q3 2020, filed 17 Jul 2024.