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Prospera Financial Services’s SouthState Bank Corp SSB Stock Holding History

Prospera Financial Services’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
2022
Q3 		– Sell
-119
Closed -$9K – 1489
2022
Q2 		$9K Sell
119
-1,441
-92% -$112K ﹤0.01% 1368
2022
Q1 		$127K Buy
+1,560
New +$134K 0.01% 1035
2020
Q4 		– Sell
-1,853
Closed -$89K – 1451
2020
Q3 		$89K Buy
+1,853
New +$95.8K 0.03% 438

Other funds holding SSB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Prospera Financial Services's SSB Position: Q3 2022 in Review

Prospera Financial Services sold out of SouthState Bank Corp (SSB) in Q3 2022, closing a stake of 119 shares — an estimated $9K sold.

Prospera Financial Services first reported a position in SSB in Q3 2020 and held it in 3 quarters. The position peaked at $127K in Q1 2022. 336 funds tracked by Wall St. Rank hold SSB as of Q3 2022.

  • Prospera Financial Services reported no remaining SouthState Bank Corp position as of Q3 2022 after selling out during the quarter.
  • Prospera Financial Services sold 119 SouthState Bank Corp shares in Q3 2022, an estimated $9K.
  • Prospera Financial Services first reported a position in SouthState Bank Corp in Q3 2020 and held it in 3 quarters.
  • Prospera Financial Services's SouthState Bank Corp position peaked at $127K in Q1 2022.
  • 336 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q3 2022.

Based on Prospera Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.