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Orion Portfolio Solutions’s SouthState Bank Corp SSB Stock Holding History

Orion Portfolio Solutions’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
2024
Q2 		– Sell
-4,085
Closed -$347K – 1795
2024
Q1 		$347K Buy
4,085
+162
+4% +$13.3K ﹤0.01% 1403
2023
Q4 		$328K Sell
3,923
-603
-13% -$44.5K ﹤0.01% 1376
2023
Q3 		$305K Sell
4,526
-58
-1% -$4.18K ﹤0.01% 1374
2023
Q2 		$302K Buy
4,584
+21
+0.5% +$1.4K ﹤0.01% 1396
2023
Q1 		$325K Buy
+4,563
New +$355K ﹤0.01% 1318
2020
Q1 		– Sell
-113
Closed -$10K – 2281
2019
Q4 		$10K Buy
+113
New +$9.17K ﹤0.01% 1014

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Orion Portfolio Solutions's SSB Position: Q2 2024 in Review

Orion Portfolio Solutions sold out of SouthState Bank Corp (SSB) in Q2 2024, closing a stake of 4,085 shares — an estimated $347K sold.

Orion Portfolio Solutions first reported a position in SSB in Q4 2019 and held it in 6 quarters. The position peaked at $347K in Q1 2024. 377 funds tracked by Wall St. Rank hold SSB as of Q2 2024.

  • Orion Portfolio Solutions reported no remaining SouthState Bank Corp position as of Q2 2024 after selling out during the quarter.
  • Orion Portfolio Solutions sold 4,085 SouthState Bank Corp shares in Q2 2024, an estimated $347K.
  • Orion Portfolio Solutions first reported a position in SouthState Bank Corp in Q4 2019 and held it in 6 quarters.
  • Orion Portfolio Solutions's SouthState Bank Corp position peaked at $347K in Q1 2024.
  • 377 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2024.

Based on Orion Portfolio Solutions's 13F filing for Q2 2024, filed 13 Aug 2024.