TWA
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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

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Dimensional Fund Advisors
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American Century Companies
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Franklin Resources
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return