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TFO Wealth Partners’s SouthState Bank Corp SSB Stock Holding History

TFO Wealth Partners’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
2024
Q2 		– Sell
-3
Closed -$255 – 658
2024
Q1 		$255 Hold
3
– – ﹤0.01% 438
2023
Q4 		$253 Hold
3
– – ﹤0.01% 573
2023
Q3 		$197 Hold
3
– – ﹤0.01% 805
2023
Q2 		$197 Hold
3
– – ﹤0.01% 506
2023
Q1 		$214 Sell
3
-172
-98% -$13.4K ﹤0.01% 454
2022
Q4 		$6.22K Buy
+175
New +$14.7K ﹤0.01% 149

Other funds holding SSB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TFO Wealth Partners's SSB Position: Q2 2024 in Review

TFO Wealth Partners sold out of SouthState Bank Corp (SSB) in Q2 2024, closing a stake of 3 shares — an estimated $255 sold.

TFO Wealth Partners first reported a position in SSB in Q4 2022 and held it in 6 quarters. The position peaked at $6.22K in Q4 2022. 377 funds tracked by Wall St. Rank hold SSB as of Q2 2024.

  • TFO Wealth Partners reported no remaining SouthState Bank Corp position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 3 SouthState Bank Corp shares in Q2 2024, an estimated $255.
  • TFO Wealth Partners first reported a position in SouthState Bank Corp in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's SouthState Bank Corp position peaked at $6.22K in Q4 2022.
  • 377 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.