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Tocqueville Asset Management’s SouthState Bank Corp SSB Stock Holding History

Tocqueville Asset 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
2024
Q4 		– Sell
-2,165
Closed -$210K – 559
2024
Q3 		$210K Buy
+2,165
New +$198K ﹤0.01% 508
2018
Q4 		– Sell
-9,060
Closed -$743K – 806
2018
Q3 		$743K Hold
9,060
– – 0.01% 545
2018
Q2 		$781K Hold
9,060
– – 0.01% 542
2018
Q1 		$773K Sell
9,060
-25
-0.3% -$2.22K 0.01% 546
2017
Q4 		$792K Sell
9,085
-1,000
-10% -$89.8K 0.01% 546
2017
Q3 		$908K Sell
10,085
-2,000
-17% -$167K 0.01% 538
2017
Q2 		$1.04M Hold
12,085
– – 0.01% 499
2017
Q1 		$1.08M Buy
12,085
+1,000
+9% +$88.3K 0.01% 487
2016
Q4 		$969K Buy
11,085
+1,610
+17% +$130K 0.01% 495
2016
Q3 		$711K Sell
9,475
-200
-2% -$14.7K 0.01% 564
2016
Q2 		$658K Sell
9,675
-3,025
-24% -$208K 0.01% 579
2016
Q1 		$816K Hold
12,700
– – 0.01% 532
2015
Q4 		$914K Buy
12,700
+500
+4% +$38K 0.01% 560
2015
Q3 		$938K Sell
12,200
-400
-3% -$30.6K 0.01% 573
2015
Q2 		$957K Hold
12,600
– – 0.01% 580
2015
Q1 		$862K Sell
12,600
-2,000
-14% -$130K 0.01% 609
2014
Q4 		$979K Hold
14,600
– – 0.01% 585
2014
Q3 		$816K Sell
14,600
-2,600
-15% -$154K 0.01% 532
2014
Q2 		$1.05M Sell
17,200
-3,800
-18% -$225K 0.01% 567
2014
Q1 		$1.31M Sell
21,000
-2,600
-11% -$161K 0.02% 415
2013
Q4 		$1.57M Buy
23,600
+600
+3% +$36.7K 0.02% 398
2013
Q3 		$1.27M Buy
+23,000
New +$1.26M 0.02% 480

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Tocqueville Asset Management's SSB Position: Q4 2024 in Review

Tocqueville Asset Management sold out of SouthState Bank Corp (SSB) in Q4 2024, closing a stake of 2,165 shares — an estimated $210K sold.

Tocqueville Asset Management first reported a position in SSB in Q3 2013 and held it in 22 quarters. The position peaked at $1.57M in Q4 2013. 419 funds tracked by Wall St. Rank hold SSB as of Q4 2024.

  • Tocqueville Asset Management reported no remaining SouthState Bank Corp position as of Q4 2024 after selling out during the quarter.
  • Tocqueville Asset Management sold 2,165 SouthState Bank Corp shares in Q4 2024, an estimated $210K.
  • Tocqueville Asset Management first reported a position in SouthState Bank Corp in Q3 2013 and held it in 22 quarters.
  • Tocqueville Asset Management's SouthState Bank Corp position peaked at $1.57M in Q4 2013.
  • 419 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q4 2024.

Based on Tocqueville Asset Management's 13F filing for Q4 2024, filed 10 Feb 2025.