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Stokes Capital Advisors’s SouthState Bank Corp SSB Stock Holding History

Stokes Capital Advisors’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
2019
Q1 		– Sell
-3,582
Closed -$215K – 85
2018
Q4 		$215K Hold
3,582
– – 0.15% 81
2018
Q3 		$294K Hold
3,582
– – 0.18% 81
2018
Q2 		$309K Sell
3,582
-93
-3% -$8.21K 0.2% 79
2018
Q1 		$313K Sell
3,675
-2,163
-37% -$192K 0.2% 80
2017
Q4 		$509K Buy
+5,838
New +$524K 0.34% 74

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Stokes Capital Advisors's SSB Position: Q1 2019 in Review

Stokes Capital Advisors sold out of SouthState Bank Corp (SSB) in Q1 2019, closing a stake of 3,582 shares — an estimated $215K sold.

Stokes Capital Advisors first reported a position in SSB in Q4 2017 and held it in 5 quarters. The position peaked at $509K in Q4 2017. 188 funds tracked by Wall St. Rank hold SSB as of Q1 2019.

  • Stokes Capital Advisors reported no remaining SouthState Bank Corp position as of Q1 2019 after selling out during the quarter.
  • Stokes Capital Advisors sold 3,582 SouthState Bank Corp shares in Q1 2019, an estimated $215K.
  • Stokes Capital Advisors first reported a position in SouthState Bank Corp in Q4 2017 and held it in 5 quarters.
  • Stokes Capital Advisors's SouthState Bank Corp position peaked at $509K in Q4 2017.
  • 188 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q1 2019.

Based on Stokes Capital Advisors's 13F filing for Q1 2019, filed 3 May 2019.