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

Nauset 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
2022 Q1	$20K	Buy	+243	New	+$20.9K	0.02%	178

Other funds holding SSB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Nauset Wealth Management's SSB Position: Q1 2022 in Review

Nauset Wealth Management opened a new position in SouthState Bank Corp (SSB) in Q1 2022: 243 shares worth $20K. The stake represents 0.02% of the portfolio and ranks #178 among its holdings.

320 funds tracked by Wall St. Rank hold SSB as of Q1 2022.

Nauset Wealth Management held 243 shares of SouthState Bank Corp worth $20K as of Q1 2022.
SouthState Bank Corp was a new Nauset Wealth Management position in Q1 2022.
SouthState Bank Corp made up 0.02% of Nauset Wealth Management's portfolio in Q1 2022, its #178 holding.
320 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q1 2022.

Based on Nauset Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.