Sugarloaf Wealth Management’s SouthState Bank Corp SSB Stock Holding History

Sugarloaf Wealth Management’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
2022 Q4	–	Sell	-1,000	Closed	-$80K	–	855
2022 Q3	$80K	Hold	1,000	–	–	0.02%	221
2022 Q2	$77K	Hold	1,000	–	–	0.02%	225
2022 Q1	$82K	Hold	1,000	–	–	0.02%	218
2021 Q4	$80K	Hold	1,000	–	–	0.02%	227
2021 Q3	$75K	Hold	1,000	–	–	0.02%	222
2021 Q2	$82K	Hold	1,000	–	–	0.02%	214
2021 Q1	$79K	Hold	1,000	–	–	0.02%	219
2020 Q4	$73K	Hold	1,000	–	–	0.02%	210
2020 Q3	$48K	Hold	1,000	–	–	0.02%	243
2020 Q2	$48K	Hold	1,000	–	–	0.02%	243
2020 Q1	$59K	Hold	1,000	–	–	0.03%	206
2019 Q4	$87K	Buy	+1,000	New	+$81.1K	0.04%	194

Other funds holding SSB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sugarloaf Wealth Management's SSB Position: Q4 2022 in Review

Sugarloaf Wealth Management sold out of SouthState Bank Corp (SSB) in Q4 2022, closing a stake of 1,000 shares — an estimated $80K sold.

Sugarloaf Wealth Management first reported a position in SSB in Q4 2019 and held it in 12 quarters. The position peaked at $87K in Q4 2019. 351 funds tracked by Wall St. Rank hold SSB as of Q4 2022.

Sugarloaf Wealth Management reported no remaining SouthState Bank Corp position as of Q4 2022 after selling out during the quarter.
Sugarloaf Wealth Management sold 1,000 SouthState Bank Corp shares in Q4 2022, an estimated $80K.
Sugarloaf Wealth Management first reported a position in SouthState Bank Corp in Q4 2019 and held it in 12 quarters.
Sugarloaf Wealth Management's SouthState Bank Corp position peaked at $87K in Q4 2019.
351 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q4 2022.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.