SC
PCM

SouthState Corp’s PCM Fund PCM Stock Holding History

SouthState Corp’s Portfolio PCM Stock Details PCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-16,553
Closed -$130K – 683
2022
Q4 		$130K Hold
16,553
– – 0.01% 302
2022
Q3 		$132K Hold
16,553
– – 0.01% 286
2022
Q2 		$153K Hold
16,553
– – 0.01% 277
2022
Q1 		$169K Hold
16,553
– – 0.01% 288
2021
Q4 		$177K Buy
+16,553
New +$184K 0.01% 269

Other funds holding PCM

NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

SouthState Corp's PCM Position: Q1 2023 in Review

SouthState Corp sold out of PCM Fund (PCM) in Q1 2023, closing a stake of 16,553 shares — an estimated $130K sold.

SouthState Corp first reported a position in PCM in Q4 2021 and held it in 5 quarters. The position peaked at $177K in Q4 2021. 25 funds tracked by Wall St. Rank hold PCM as of Q1 2023.

  • SouthState Corp reported no remaining PCM Fund position as of Q1 2023 after selling out during the quarter.
  • SouthState Corp sold 16,553 PCM Fund shares in Q1 2023, an estimated $130K.
  • SouthState Corp first reported a position in PCM Fund in Q4 2021 and held it in 5 quarters.
  • SouthState Corp's PCM Fund position peaked at $177K in Q4 2021.
  • 25 funds tracked by Wall St. Rank held PCM Fund as of Q1 2023.

Based on SouthState Corp's 13F filing for Q1 2023, filed 8 May 2023.