Valley National Advisers’s Bank of South Carolina BKSC Stock Holding History

Valley National Advisers’s Portfolio BKSC Stock Details BKSC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-1,210	Closed	-$24K	–	1022
2021 Q4	$24K	Hold	1,210	–	–	﹤0.01%	484
2021 Q3	$24K	Hold	1,210	–	–	﹤0.01%	460
2021 Q2	$25K	Hold	1,210	–	–	﹤0.01%	459
2021 Q1	$27K	Hold	1,210	–	–	0.01%	412
2020 Q4	$19K	Hold	1,210	–	–	﹤0.01%	445
2020 Q3	$19K	Hold	1,210	–	–	﹤0.01%	409
2020 Q2	$20K	Hold	1,210	–	–	﹤0.01%	404
2020 Q1	$18K	Hold	1,210	–	–	0.01%	401
2019 Q4	$23K	Hold	1,210	–	–	0.01%	415
2019 Q3	$23K	Hold	1,210	–	–	0.01%	405
2019 Q2	$23K	Hold	1,210	–	–	0.01%	381
2019 Q1	$22K	Hold	1,210	–	–	0.01%	380
2018 Q4	$22K	Hold	1,210	–	–	0.01%	351
2018 Q3	$25K	Hold	1,210	–	–	0.01%	330
2018 Q2	$25K	Hold	1,210	–	–	0.01%	315
2018 Q1	$22K	Hold	1,210	–	–	0.01%	324
2017 Q4	$21K	Hold	1,210	–	–	0.01%	325
2017 Q3	$21K	Hold	1,210	–	–	0.01%	334
2017 Q2	$22K	Hold	1,210	–	–	0.01%	320
2017 Q1	$23K	Hold	1,210	–	–	0.01%	315
2016 Q4	$23K	Hold	1,210	–	–	0.01%	315
2016 Q3	$20K	Hold	1,210	–	–	0.01%	307
2016 Q2	$17K	Hold	1,210	–	–	0.01%	325
2016 Q1	$17K	Hold	1,210	–	–	0.01%	326
2015 Q4	$18K	Hold	1,210	–	–	0.01%	314
2015 Q3	$18K	Hold	1,210	–	–	0.01%	314
2015 Q2	$17K	Hold	1,210	–	–	0.01%	325
2015 Q1	$15K	Buy	+1,210	New	+$14.9K	0.01%	340

Other funds holding BKSC

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BIMC

Benson Investment Management Company Roanoke, Virginia $18.8M AUM 23.67% 1-Year Est. Return

Valley National Advisers's BKSC Position: Q1 2022 in Review

Valley National Advisers sold out of Bank of South Carolina (BKSC) in Q1 2022, closing a stake of 1,210 shares — an estimated $24K sold.

Valley National Advisers first reported a position in BKSC in Q1 2015 and held it in 28 quarters. The position peaked at $27K in Q1 2021. 24 funds tracked by Wall St. Rank hold BKSC as of Q1 2022.

Valley National Advisers reported no remaining Bank of South Carolina position as of Q1 2022 after selling out during the quarter.
Valley National Advisers sold 1,210 Bank of South Carolina shares in Q1 2022, an estimated $24K.
Valley National Advisers first reported a position in Bank of South Carolina in Q1 2015 and held it in 28 quarters.
Valley National Advisers's Bank of South Carolina position peaked at $27K in Q1 2021.
24 funds tracked by Wall St. Rank held Bank of South Carolina as of Q1 2022.

Based on Valley National Advisers's 13F filing for Q1 2022, filed 6 May 2022.