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

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

One Wealth Advisors's SSB Position: Q1 2023 in Review

One Wealth Advisors sold out of SouthState Bank Corp (SSB) in Q1 2023, closing a stake of 767 shares — an estimated $58.6K sold.

One Wealth Advisors first reported a position in SSB in Q4 2017 and held it in 6 quarters. The position peaked at $93K in Q2 2018. 339 funds tracked by Wall St. Rank hold SSB as of Q1 2023.

One Wealth Advisors reported no remaining SouthState Bank Corp position as of Q1 2023 after selling out during the quarter.
One Wealth Advisors sold 767 SouthState Bank Corp shares in Q1 2023, an estimated $58.6K.
One Wealth Advisors first reported a position in SouthState Bank Corp in Q4 2017 and held it in 6 quarters.
One Wealth Advisors's SouthState Bank Corp position peaked at $93K in Q2 2018.
339 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q1 2023.

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