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Money Concepts Capital’s SouthState Bank Corp SSB Stock Holding History

Money Concepts Capital’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
-80
Closed -$6.11K – 2576
2022
Q4 		$6.11K Buy
+80
New +$6.72K ﹤0.01% 2255

Other funds holding SSB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Money Concepts Capital's SSB Position: Q1 2023 in Review

Money Concepts Capital sold out of SouthState Bank Corp (SSB) in Q1 2023, closing a stake of 80 shares — an estimated $6.11K sold.

Money Concepts Capital first reported a position in SSB in Q4 2022 and held it in 1 quarter. The position peaked at $6.11K in Q4 2022. 339 funds tracked by Wall St. Rank hold SSB as of Q1 2023.

  • Money Concepts Capital reported no remaining SouthState Bank Corp position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 80 SouthState Bank Corp shares in Q1 2023, an estimated $6.11K.
  • Money Concepts Capital first reported a position in SouthState Bank Corp in Q4 2022 and held it in 1 quarter.
  • Money Concepts Capital's SouthState Bank Corp position peaked at $6.11K in Q4 2022.
  • 339 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.