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Panagora Asset Management’s Summit State Bank SSBI Stock Holding History

Panagora Asset Management’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
2021
Q3 		– Sell
-257
Closed -$4K – 2316
2021
Q2 		$4K Buy
257
+101
+65% +$1.46K ﹤0.01% 2539
2021
Q1 		$2K Hold
156
– – ﹤0.01% 2725
2020
Q4 		$2K Buy
+156
New +$1.78K ﹤0.01% 2643

Other funds holding SSBI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
TCPWM
Traverso Chambers Private Wealth Management Santa Rosa, California $412M AUM 13.66% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return
RHCA
Rosenthal Henry Capital Advisors Mishawaka, Indiana $102M AUM 15.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Panagora Asset Management's SSBI Position: Q3 2021 in Review

Panagora Asset Management sold out of Summit State Bank (SSBI) in Q3 2021, closing a stake of 257 shares — an estimated $4K sold.

Panagora Asset Management first reported a position in SSBI in Q4 2020 and held it in 3 quarters. The position peaked at $4K in Q2 2021. 16 funds tracked by Wall St. Rank hold SSBI as of Q3 2021.

  • Panagora Asset Management reported no remaining Summit State Bank position as of Q3 2021 after selling out during the quarter.
  • Panagora Asset Management sold 257 Summit State Bank shares in Q3 2021, an estimated $4K.
  • Panagora Asset Management first reported a position in Summit State Bank in Q4 2020 and held it in 3 quarters.
  • Panagora Asset Management's Summit State Bank position peaked at $4K in Q2 2021.
  • 16 funds tracked by Wall St. Rank held Summit State Bank as of Q3 2021.

Based on Panagora Asset Management's 13F filing for Q3 2021, filed 10 Nov 2021.