Reilly Financial Advisors’s SouthState Bank Corp SSB Stock Holding History

Reilly 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 Q4	$12K	Buy	+147	New	+$11.7K	﹤0.01%	688
2021 Q3	–	Sell	-147	Closed	-$12K	–	1042
2021 Q2	$12K	Hold	147	–	–	﹤0.01%	677
2021 Q1	$12K	Hold	147	–	–	﹤0.01%	666
2020 Q4	$11K	Hold	147	–	–	﹤0.01%	617
2020 Q3	$7K	Hold	147	–	–	﹤0.01%	629
2020 Q2	$7K	Hold	147	–	–	﹤0.01%	661
2020 Q1	$9K	Hold	147	–	–	﹤0.01%	574
2019 Q4	$13K	Hold	147	–	–	﹤0.01%	590
2019 Q3	$11K	Buy	+147	New	+$11.1K	﹤0.01%	623

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Reilly Financial Advisors's SSB Position: Q4 2021 in Review

Reilly Financial Advisors opened a new position in SouthState Bank Corp (SSB) in Q4 2021: 147 shares worth $12K. The stake represents ﹤0.01% of the portfolio and ranks #688 among its holdings. This is a return to the name: Reilly Financial Advisors previously reported a position in SSB as recently as Q2 2021.

Reilly Financial Advisors first reported a position in SSB in Q3 2019 and has held it in 9 quarters since. The position peaked at $13K in Q4 2019. 307 funds tracked by Wall St. Rank hold SSB as of Q4 2021.

Reilly Financial Advisors held 147 shares of SouthState Bank Corp worth $12K as of Q4 2021.
SouthState Bank Corp was a new Reilly Financial Advisors position in Q4 2021.
SouthState Bank Corp made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #688 holding.
Reilly Financial Advisors first reported a position in SouthState Bank Corp in Q3 2019 and has held it in 9 quarters since.
Reilly Financial Advisors's SouthState Bank Corp position peaked at $13K in Q4 2019.
307 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.