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SouthState Corp’s First Trust Dorsey Wright International Focus 5 ETF IFV Stock Holding History

SouthState Corp’s Portfolio IFV Stock Details IFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-153
Closed -$3.01K – 629
2024
Q2 		$3.01K Buy
+153
New +$3.02K ﹤0.01% 573

Other funds holding IFV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SouthState Corp's IFV Position: Q3 2024 in Review

SouthState Corp sold out of First Trust Dorsey Wright International Focus 5 ETF (IFV) in Q3 2024, closing a stake of 153 shares — an estimated $3.01K sold.

SouthState Corp first reported a position in IFV in Q2 2024 and held it in 1 quarter. The position peaked at $3.01K in Q2 2024. 54 funds tracked by Wall St. Rank hold IFV as of Q3 2024.

  • SouthState Corp reported no remaining First Trust Dorsey Wright International Focus 5 ETF position as of Q3 2024 after selling out during the quarter.
  • SouthState Corp sold 153 First Trust Dorsey Wright International Focus 5 ETF shares in Q3 2024, an estimated $3.01K.
  • SouthState Corp first reported a position in First Trust Dorsey Wright International Focus 5 ETF in Q2 2024 and held it in 1 quarter.
  • SouthState Corp's First Trust Dorsey Wright International Focus 5 ETF position peaked at $3.01K in Q2 2024.
  • 54 funds tracked by Wall St. Rank held First Trust Dorsey Wright International Focus 5 ETF as of Q3 2024.

Based on SouthState Corp's 13F filing for Q3 2024, filed 8 Nov 2024.