Lumature Wealth Partners’s SouthState Bank Corp SSB Stock Holding History

Lumature Wealth Partners’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
2023 Q1	–	Sell	-368	Closed	-$28.1K	–	419
2022 Q4	$28.1K	Sell	368 -369	-50%	-$31K	0.02%	250
2022 Q3	$58K	Hold	737	–	–	0.03%	221
2022 Q2	$57K	Hold	737	–	–	0.03%	230
2022 Q1	$60K	Hold	737	–	–	0.02%	244
2021 Q4	$59K	Hold	737	–	–	0.02%	219
2021 Q3	$55K	Hold	737	–	–	0.02%	230
2021 Q2	$60K	Hold	737	–	–	0.02%	223
2021 Q1	$58K	Buy	+737	New	+$59.2K	0.03%	220

Other funds holding SSB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Select Equity Group New York $19.5B AUM 17.33% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Lumature Wealth Partners's SSB Position: Q1 2023 in Review

Lumature Wealth Partners sold out of SouthState Bank Corp (SSB) in Q1 2023, closing a stake of 368 shares — an estimated $28.1K sold.

Lumature Wealth Partners first reported a position in SSB in Q1 2021 and held it in 8 quarters. The position peaked at $60K in Q1 2022. 339 funds tracked by Wall St. Rank hold SSB as of Q1 2023.

Lumature Wealth Partners reported no remaining SouthState Bank Corp position as of Q1 2023 after selling out during the quarter.
Lumature Wealth Partners sold 368 SouthState Bank Corp shares in Q1 2023, an estimated $28.1K.
Lumature Wealth Partners first reported a position in SouthState Bank Corp in Q1 2021 and held it in 8 quarters.
Lumature Wealth Partners's SouthState Bank Corp position peaked at $60K in Q1 2022.
339 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q1 2023.

Based on Lumature Wealth Partners's 13F filing for Q1 2023, filed 15 May 2023.