TL
SSB icon

TrueWealth LLC’s SouthState Bank Corp SSB Stock Holding History

TrueWealth LLC’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
2019
Q3 		– Sell
-254
Closed -$19K – 734
2019
Q2 		$19K Hold
254
– – 0.01% 379
2019
Q1 		$17K Sell
254
-725
-74% -$48.7K 0.01% 384
2018
Q4 		$59K Hold
979
– – 0.03% 231
2018
Q3 		$80K Hold
979
– – 0.04% 221
2018
Q2 		$84K Hold
979
– – 0.04% 215
2018
Q1 		$84K Hold
979
– – 0.04% 213
2017
Q4 		$85K Buy
+979
New +$87.9K 0.04% 227

Other funds holding SSB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return