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Sowell Financial Services’s SouthState Bank Corp SSB Stock Holding History

Sowell Financial Services’s Portfolio SSB Stock Details SSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-16
Closed -$1K – 2427
2021
Q1 		$1K Buy
+16
New +$1.29K ﹤0.01% 3012
2020
Q1 		– Sell
-10
Closed -$1K – 2677
2019
Q4 		$1K Buy
+10
New +$811 ﹤0.01% 2424

Other funds holding SSB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Sowell Financial Services's SSB Position: Q2 2021 in Review

Sowell Financial Services sold out of SouthState Bank Corp (SSB) in Q2 2021, closing a stake of 16 shares — an estimated $1K sold.

Sowell Financial Services first reported a position in SSB in Q4 2019 and held it in 2 quarters. The position peaked at $1K in Q1 2021. 290 funds tracked by Wall St. Rank hold SSB as of Q2 2021.

  • Sowell Financial Services reported no remaining SouthState Bank Corp position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 16 SouthState Bank Corp shares in Q2 2021, an estimated $1K.
  • Sowell Financial Services first reported a position in SouthState Bank Corp in Q4 2019 and held it in 2 quarters.
  • Sowell Financial Services's SouthState Bank Corp position peaked at $1K in Q1 2021.
  • 290 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.