Liberty Wealth Management’s SouthState Bank Corp SSB Stock Holding History

Liberty 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
2021 Q4	–	Sell	-328	Closed	-$26K	–	978
2021 Q3	$26K	Buy	328 +166	+102%	+$11.8K	0.01%	586
2021 Q2	$13K	Buy	162 +2	+1%	+$170	0.01%	603
2021 Q1	$11K	Hold	160	–	–	0.01%	581
2020 Q4	$11K	Hold	160	–	–	0.01%	576
2020 Q3	$8K	Buy	160 +5	+3%	+$258	﹤0.01%	560
2020 Q2	$7K	Buy	155 +2	+1%	+$104	﹤0.01%	559
2020 Q1	$9K	Sell	153 -9	-6%	-$665	0.01%	487
2019 Q4	$14K	Buy	162 +1	+0.6%	+$81	0.01%	484
2019 Q3	$12K	Buy	161 +37	+30%	+$2.79K	0.01%	489
2019 Q2	$9K	Buy	124 +1	+0.8%	+$72	0.01%	550
2019 Q1	$8K	Hold	123	–	–	0.01%	479
2018 Q4	$7K	Buy	+123	New	+$8.54K	0.01%	494

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

Select Equity Group New York $19.5B AUM 17.33% 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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Liberty Wealth Management's SSB Position: Q4 2021 in Review

Liberty Wealth Management sold out of SouthState Bank Corp (SSB) in Q4 2021, closing a stake of 328 shares — an estimated $26K sold.

Liberty Wealth Management first reported a position in SSB in Q4 2018 and held it in 12 quarters. The position peaked at $26K in Q3 2021. 307 funds tracked by Wall St. Rank hold SSB as of Q4 2021.

Liberty Wealth Management reported no remaining SouthState Bank Corp position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 328 SouthState Bank Corp shares in Q4 2021, an estimated $26K.
Liberty Wealth Management first reported a position in SouthState Bank Corp in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's SouthState Bank Corp position peaked at $26K in Q3 2021.
307 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.