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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

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $617B AUM 30.33% 1-Year Est. Return

TrueWealth LLC's SSB Position: Q3 2019 in Review

TrueWealth LLC sold out of SouthState Bank Corp (SSB) in Q3 2019, closing a stake of 254 shares — an estimated $19K sold.

TrueWealth LLC first reported a position in SSB in Q4 2017 and held it in 7 quarters. The position peaked at $85K in Q4 2017. 184 funds tracked by Wall St. Rank hold SSB as of Q3 2019.

  • TrueWealth LLC reported no remaining SouthState Bank Corp position as of Q3 2019 after selling out during the quarter.
  • TrueWealth LLC sold 254 SouthState Bank Corp shares in Q3 2019, an estimated $19K.
  • TrueWealth LLC first reported a position in SouthState Bank Corp in Q4 2017 and held it in 7 quarters.
  • TrueWealth LLC's SouthState Bank Corp position peaked at $85K in Q4 2017.
  • 184 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q3 2019.

Based on TrueWealth LLC's 13F filing for Q3 2019, filed 10 Oct 2019.