SouthState Corp
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SouthState Corp’s Vert Global Sustainable Real Estate ETF VGSR Stock Holding History

SouthState Corp’s Portfolio VGSR Stock Details VGSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-661
Closed -$6.58K – 747
2023
Q4 		$6.58K Buy
+661
New +$6.52K ﹤0.01% 489

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Merriman Wealth Management
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return
BRIA
Balanced Rock Investment Advisors Roslindale, Massachusetts $160M AUM 15.92% 1-Year Est. Return

SouthState Corp's VGSR Position: Q1 2024 in Review

SouthState Corp sold out of Vert Global Sustainable Real Estate ETF (VGSR) in Q1 2024, closing a stake of 661 shares — an estimated $6.58K sold.

SouthState Corp first reported a position in VGSR in Q4 2023 and held it in 1 quarter. The position peaked at $6.58K in Q4 2023. 55 funds tracked by Wall St. Rank hold VGSR as of Q1 2024.

  • SouthState Corp reported no remaining Vert Global Sustainable Real Estate ETF position as of Q1 2024 after selling out during the quarter.
  • SouthState Corp sold 661 Vert Global Sustainable Real Estate ETF shares in Q1 2024, an estimated $6.58K.
  • SouthState Corp first reported a position in Vert Global Sustainable Real Estate ETF in Q4 2023 and held it in 1 quarter.
  • SouthState Corp's Vert Global Sustainable Real Estate ETF position peaked at $6.58K in Q4 2023.
  • 55 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q1 2024.

Based on SouthState Corp's 13F filing for Q1 2024, filed 6 May 2024.