TCI Wealth Advisors’s SouthState Bank Corp SSB Stock Holding History

TCI Wealth 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
2023 Q2	–	Sell	-151	Closed	-$10.8K	–	1976
2023 Q1	$10.8K	Sell	151 -6	-4%	-$467	﹤0.01%	1049
2022 Q4	$12K	Sell	157 -2	-1%	-$168	﹤0.01%	942
2022 Q3	$13K	Buy	159 +5	+3%	+$402	﹤0.01%	879
2022 Q2	$12K	Sell	154 -6	-4%	-$468	﹤0.01%	918
2022 Q1	$13K	Hold	160	–	–	﹤0.01%	940
2021 Q4	$13K	Buy	160 +6	+4%	+$477	﹤0.01%	986
2021 Q3	$11K	Sell	154 -1	-0.6%	-$71	﹤0.01%	1059
2021 Q2	$13K	Buy	155 +68	+78%	+$5.79K	﹤0.01%	816
2021 Q1	$7K	Buy	+87	New	+$6.99K	﹤0.01%	1083

Other funds holding SSB

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

TCI Wealth Advisors's SSB Position: Q2 2023 in Review

TCI Wealth Advisors sold out of SouthState Bank Corp (SSB) in Q2 2023, closing a stake of 151 shares — an estimated $10.8K sold.

TCI Wealth Advisors first reported a position in SSB in Q1 2021 and held it in 9 quarters. The position peaked at $13K in Q3 2022. 326 funds tracked by Wall St. Rank hold SSB as of Q2 2023.

TCI Wealth Advisors reported no remaining SouthState Bank Corp position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 151 SouthState Bank Corp shares in Q2 2023, an estimated $10.8K.
TCI Wealth Advisors first reported a position in SouthState Bank Corp in Q1 2021 and held it in 9 quarters.
TCI Wealth Advisors's SouthState Bank Corp position peaked at $13K in Q3 2022.
326 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.