SouthState Corp’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

SouthState Corp’s Portfolio CFA Stock Details CFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-575	Closed	-$37K	–	690
2022 Q2	$37K	Hold	575	–	–	﹤0.01%	433
2022 Q1	$43K	Buy	+575	New	+$42.1K	﹤0.01%	450

Other funds holding CFA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

SouthState Corp's CFA Position: Q3 2022 in Review

SouthState Corp sold out of VictoryShares US 500 Volatility Wtd ETF (CFA) in Q3 2022, closing a stake of 575 shares — an estimated $37K sold.

SouthState Corp first reported a position in CFA in Q1 2022 and held it in 2 quarters. The position peaked at $43K in Q1 2022. 59 funds tracked by Wall St. Rank hold CFA as of Q3 2022.

SouthState Corp reported no remaining VictoryShares US 500 Volatility Wtd ETF position as of Q3 2022 after selling out during the quarter.
SouthState Corp sold 575 VictoryShares US 500 Volatility Wtd ETF shares in Q3 2022, an estimated $37K.
SouthState Corp first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q1 2022 and held it in 2 quarters.
SouthState Corp's VictoryShares US 500 Volatility Wtd ETF position peaked at $43K in Q1 2022.
59 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q3 2022.

Based on SouthState Corp's 13F filing for Q3 2022, filed 7 Nov 2022.