SouthState Corp’s Invesco Dividend Achievers ETF PFM Stock Holding History

SouthState Corp’s Portfolio PFM Stock Details PFM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-259	Closed	-$9.9K	–	671
2023 Q2	$9.9K	Hold	259	–	–	﹤0.01%	471
2023 Q1	$9.48K	Hold	259	–	–	﹤0.01%	512
2022 Q4	$9.46K	Hold	259	–	–	﹤0.01%	563
2022 Q3	$8K	Hold	259	–	–	﹤0.01%	565
2022 Q2	$9K	Hold	259	–	–	﹤0.01%	590
2022 Q1	$10K	Buy	+259	New	+$9.87K	﹤0.01%	596

Other funds holding PFM

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

APWA

Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

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

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

RJFSA

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

SouthState Corp's PFM Position: Q3 2023 in Review

SouthState Corp sold out of Invesco Dividend Achievers ETF (PFM) in Q3 2023, closing a stake of 259 shares — an estimated $9.9K sold.

SouthState Corp first reported a position in PFM in Q1 2022 and held it in 6 quarters. The position peaked at $10K in Q1 2022. 125 funds tracked by Wall St. Rank hold PFM as of Q3 2023.

SouthState Corp reported no remaining Invesco Dividend Achievers ETF position as of Q3 2023 after selling out during the quarter.
SouthState Corp sold 259 Invesco Dividend Achievers ETF shares in Q3 2023, an estimated $9.9K.
SouthState Corp first reported a position in Invesco Dividend Achievers ETF in Q1 2022 and held it in 6 quarters.
SouthState Corp's Invesco Dividend Achievers ETF position peaked at $10K in Q1 2022.
125 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q3 2023.

Based on SouthState Corp's 13F filing for Q3 2023, filed 7 Nov 2023.