NA
SSBI icon

NewEdge Advisors’s Summit State Bank SSBI Stock Holding History

NewEdge Advisors’s Portfolio SSBI Stock Details SSBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-4,042
Closed -$63.9K – 4069
2022
Q4 		$63.9K Buy
+4,042
New +$63K ﹤0.01% 1619

Other funds holding SSBI

BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CSC
Caldwell Sutter Capital Sausalito, California $246M AUM 23.62% 1-Year Est. Return
TCPWM
Traverso Chambers Private Wealth Management Santa Rosa, California $412M AUM 13.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
BG
Benedetti & Gucer Atlanta, Georgia $201M AUM 25.95% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

NewEdge Advisors's SSBI Position: Q1 2023 in Review

NewEdge Advisors sold out of Summit State Bank (SSBI) in Q1 2023, closing a stake of 4,042 shares — an estimated $63.9K sold.

NewEdge Advisors first reported a position in SSBI in Q4 2022 and held it in 1 quarter. The position peaked at $63.9K in Q4 2022. 21 funds tracked by Wall St. Rank hold SSBI as of Q1 2023.

  • NewEdge Advisors reported no remaining Summit State Bank position as of Q1 2023 after selling out during the quarter.
  • NewEdge Advisors sold 4,042 Summit State Bank shares in Q1 2023, an estimated $63.9K.
  • NewEdge Advisors first reported a position in Summit State Bank in Q4 2022 and held it in 1 quarter.
  • NewEdge Advisors's Summit State Bank position peaked at $63.9K in Q4 2022.
  • 21 funds tracked by Wall St. Rank held Summit State Bank as of Q1 2023.

Based on NewEdge Advisors's 13F filing for Q1 2023, filed 12 May 2023.