Plante Moran Financial Advisors’s SouthState Bank Corp SSB Stock Holding History

Plante Moran Financial 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
2021 Q2	–	Sell	-18	Closed	-$1K	–	1079
2021 Q1	$1K	Buy	+18	New	+$1.45K	﹤0.01%	977
2020 Q2	–	Sell	-26	Closed	-$2K	–	840
2020 Q1	$2K	Hold	26	–	–	﹤0.01%	658
2019 Q4	$2K	Hold	26	–	–	﹤0.01%	700
2019 Q3	$2K	Hold	26	–	–	﹤0.01%	790
2019 Q2	$2K	Hold	26	–	–	﹤0.01%	736
2019 Q1	$2K	Hold	26	–	–	﹤0.01%	722
2018 Q4	$2K	Hold	26	–	–	﹤0.01%	745
2018 Q3	$2K	Hold	26	–	–	﹤0.01%	709
2018 Q2	$2K	Hold	26	–	–	﹤0.01%	740
2018 Q1	$2K	Buy	+26	New	+$2.3K	﹤0.01%	865

Other funds holding SSB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Plante Moran Financial Advisors's SSB Position: Q2 2021 in Review

Plante Moran Financial Advisors sold out of SouthState Bank Corp (SSB) in Q2 2021, closing a stake of 18 shares — an estimated $1K sold.

Plante Moran Financial Advisors first reported a position in SSB in Q1 2018 and held it in 10 quarters. The position peaked at $2K in Q1 2020. 290 funds tracked by Wall St. Rank hold SSB as of Q2 2021.

Plante Moran Financial Advisors reported no remaining SouthState Bank Corp position as of Q2 2021 after selling out during the quarter.
Plante Moran Financial Advisors sold 18 SouthState Bank Corp shares in Q2 2021, an estimated $1K.
Plante Moran Financial Advisors first reported a position in SouthState Bank Corp in Q1 2018 and held it in 10 quarters.
Plante Moran Financial Advisors's SouthState Bank Corp position peaked at $2K in Q1 2020.
290 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.