One Wealth Advisors’s SouthState Bank Corp SSB Stock Holding History

One Wealth Advisors’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	-767	Closed	-$58.6K	–	543
2022 Q4	$58.6K	Buy	+767	New	+$64.4K	0.01%	384
2019 Q2	–	Sell	-1,326	Closed	-$91K	–	427
2019 Q1	$91K	Buy	+1,326	New	+$89.1K	0.07%	186
2018 Q4	–	Sell	-1,055	Closed	-$87K	–	421
2018 Q3	$87K	Sell	1,055 -21	-2%	-$1.77K	0.07%	207
2018 Q2	$93K	Buy	1,076 +270	+33%	+$23.8K	0.07%	205
2018 Q1	$69K	Sell	806 -19	-2%	-$1.68K	0.06%	222
2017 Q4	$72K	Buy	+825	New	+$74K	0.06%	244

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

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Victory Capital Management

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of America

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

American Century Companies

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

Franklin Resources

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