SouthState Corp’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

SouthState Corp’s Portfolio PRF Stock Details PRF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-1,045	Closed	-$29K	–	726
2022 Q3	$29K	Hold	1,045	–	–	﹤0.01%	429
2022 Q2	$31K	Hold	1,045	–	–	﹤0.01%	453
2022 Q1	$36K	Hold	1,045	–	–	﹤0.01%	469
2021 Q4	$36K	Buy	+1,045	New	+$34.9K	﹤0.01%	436

Other funds holding PRF

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BWM

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

SouthState Corp's PRF Position: Q4 2022 in Review

SouthState Corp sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q4 2022, closing a stake of 1,045 shares — an estimated $29K sold.

SouthState Corp first reported a position in PRF in Q4 2021 and held it in 4 quarters. The position peaked at $36K in Q1 2022. 410 funds tracked by Wall St. Rank hold PRF as of Q4 2022.

SouthState Corp reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q4 2022 after selling out during the quarter.
SouthState Corp sold 1,045 Invesco FTSE RAFI US 1000 ETF shares in Q4 2022, an estimated $29K.
SouthState Corp first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2021 and held it in 4 quarters.
SouthState Corp's Invesco FTSE RAFI US 1000 ETF position peaked at $36K in Q1 2022.
410 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q4 2022.

Based on SouthState Corp's 13F filing for Q4 2022, filed 10 Feb 2023.